Buckley Wealth Management’s Delta Air Lines DAL Stock Holding History

Buckley Wealth Management’s Portfolio DAL Stock Details DAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-4,173	Closed	-$244K	–	126
2019 Q4	$244K	Buy	+4,173	New	+$234K	0.11%	122
2019 Q1	–	Sell	-4,336	Closed	-$216K	–	147
2018 Q4	$216K	Sell	4,336 -3,024	-41%	-$165K	0.11%	134
2018 Q3	$426K	Buy	7,360 +52	+0.7%	+$2.86K	0.19%	104
2018 Q2	$362K	Buy	7,308 +1,308	+22%	+$69.8K	0.17%	115
2018 Q1	$329K	Buy	+6,000	New	+$331K	0.16%	124

Other funds holding DAL

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPU

Lansdowne Partners (UK) London, United Kingdom $1.87B AUM 61.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Buckley Wealth Management's DAL Position: Q1 2020 in Review

Buckley Wealth Management sold out of Delta Air Lines (DAL) in Q1 2020, closing a stake of 4,173 shares — an estimated $244K sold.

Buckley Wealth Management first reported a position in DAL in Q1 2018 and held it in 5 quarters. The position peaked at $426K in Q3 2018. 972 funds tracked by Wall St. Rank hold DAL as of Q1 2020.

Buckley Wealth Management reported no remaining Delta Air Lines position as of Q1 2020 after selling out during the quarter.
Buckley Wealth Management sold 4,173 Delta Air Lines shares in Q1 2020, an estimated $244K.
Buckley Wealth Management first reported a position in Delta Air Lines in Q1 2018 and held it in 5 quarters.
Buckley Wealth Management's Delta Air Lines position peaked at $426K in Q3 2018.
972 funds tracked by Wall St. Rank held Delta Air Lines as of Q1 2020.

Based on Buckley Wealth Management's 13F filing for Q1 2020, filed 10 Apr 2020.