Cannell & Co’s Delta Air Lines DAL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$600K Sell
14,926
-366,070
-96% -$13.3M 0.02% 196
2023
Q3
$14.1M Sell
380,996
-241,805
-39% -$10.5M 0.48% 66
2023
Q2
$29.6M Sell
622,801
-503,795
-45% -$18.6M 0.98% 34
2023
Q1
$39.3M Buy
+1,126,596
New +$41.8M 1.41% 14
2021
Q1
Sell
-7,251
Closed -$292K 280
2020
Q4
$292K Hold
7,251
0.01% 243
2020
Q3
$222K Sell
7,251
-3,700
-34% -$107K 0.01% 231
2020
Q2
$307K Sell
10,951
-48,850
-82% -$1.24M 0.01% 209
2020
Q1
$1.71M Sell
59,801
-1,108,038
-95% -$54.9M 0.08% 121
2019
Q4
$68.7M Sell
1,167,839
-20,950
-2% -$1.18M 2.44% 8
2019
Q3
$68.5M Sell
1,188,789
-4,896
-0.4% -$290K 2.6% 4
2019
Q2
$67.7M Sell
1,193,685
-27,013
-2% -$1.51M 2.56% 4
2019
Q1
$63M Buy
1,220,698
+53,665
+5% +$2.66M 2.44% 5
2018
Q4
$58.2M Sell
1,167,033
-12,942
-1% -$705K 2.55% 5
2018
Q3
$68.2M Sell
1,179,975
-134,530
-10% -$7.41M 2.41% 7
2018
Q2
$65.1M Sell
1,314,505
-15,285
-1% -$815K 2.44% 5
2018
Q1
$72.9M Sell
1,329,790
-130,535
-9% -$7.2M 2.75% 3
2017
Q4
$81.8M Buy
1,460,325
+98,235
+7% +$5.13M 2.81% 3
2017
Q3
$65.7M Sell
1,362,090
-48,065
-3% -$2.4M 2.28% 6
2017
Q2
$75.8M Sell
1,410,155
-26,237
-2% -$1.29M 2.61% 4
2017
Q1
$66M Sell
1,436,392
-64,492
-4% -$3.15M 2.33% 4
2016
Q4
$73.8M Sell
1,500,884
-241,534
-14% -$11M 2.67% 3
2016
Q3
$68.6M Buy
1,742,418
+538,378
+45% +$20.4M 2.49% 4
2016
Q2
$43.9M Sell
1,204,040
-31,195
-3% -$1.33M 1.6% 17
2016
Q1
$60.1M Sell
1,235,235
-176,655
-13% -$8.25M 2.16% 12
2015
Q4
$72.1M Sell
1,411,890
-226,312
-14% -$11.2M 2.34% 11
2015
Q3
$73.5M Sell
1,638,202
-322,240
-16% -$14.5M 2.39% 8
2015
Q2
$80.5M Buy
1,960,442
+211,748
+12% +$9.25M 2.28% 13
2015
Q1
$78.6M Buy
1,748,694
+77,182
+5% +$3.58M 2.28% 11
2014
Q4
$82.2M Sell
1,671,512
-236,325
-12% -$9.95M 2.45% 7
2014
Q3
$69M Buy
1,907,837
+81,400
+4% +$3.11M 2.16% 9
2014
Q2
$70.7M Sell
1,826,437
-550,095
-23% -$20.8M 2.17% 10
2014
Q1
$82.3M Buy
2,376,532
+242,222
+11% +$7.79M 2.69% 6
2013
Q4
$58.6M Sell
2,134,310
-104,635
-5% -$2.81M 2.77% 16
2013
Q3
$52.8M Sell
2,238,945
-489,275
-18% -$10.2M 2.86% 15
2013
Q2
$51M Buy
+2,728,220
New +$47.3M 2.98% 13

Other funds holding DAL

Cannell & Co's DAL Position: Q4 2023 in Review

Cannell & Co reduced its Delta Air Lines (DAL) stake by 96% in Q4 2023, selling an estimated $13.3M and leaving 14,926 shares worth $600K. The position accounts for 0.02% of the portfolio, ranked #196.

Cannell & Co first reported a position in DAL in Q2 2013 and has held it in 35 quarters since. The position peaked at $82.3M in Q1 2014. 1,067 funds tracked by Wall St. Rank hold DAL as of Q4 2023.

  • Cannell & Co held 14,926 shares of Delta Air Lines worth $600K as of Q4 2023.
  • Cannell & Co sold 366,070 Delta Air Lines shares in Q4 2023, an estimated $13.3M.
  • Delta Air Lines made up 0.02% of Cannell & Co's portfolio in Q4 2023, its #196 holding.
  • Cannell & Co first reported a position in Delta Air Lines in Q2 2013 and has held it in 35 quarters since.
  • Cannell & Co's Delta Air Lines position peaked at $82.3M in Q1 2014.
  • 1,067 funds tracked by Wall St. Rank held Delta Air Lines as of Q4 2023.

Based on Cannell & Co's 13F filing for Q4 2023, filed 5 Feb 2024.