CSWM
DAL icon

Cassady Schiller Wealth Management’s Delta Air Lines DAL Stock Holding History

Cassady Schiller 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
2024
Q4 		$5.81K Sell
96
-1,554
-94% -$91.8K ﹤0.01% 387
2024
Q3 		$83.8K Hold
1,650
– – 0.03% 168
2024
Q2 		$78.3K Sell
1,650
-150
-8% -$7.46K 0.03% 166
2024
Q1 		$86.2K Buy
1,800
+151
+9% +$6.24K 0.04% 172
2023
Q4 		$66.3K Buy
1,649
+60
+4% +$2.18K 0.03% 180
2023
Q3 		$58.8K Hold
1,589
– – 0.03% 182
2023
Q2 		$75.5K Hold
1,589
– – 0.04% 166
2023
Q1 		$55.5K Hold
1,589
– – 0.03% 188
2022
Q4 		$52.2K Buy
+1,589
New +$52.7K 0.03% 192
2022
Q1 		– Sell
-1,613
Closed -$63K – 222
2021
Q4 		$63K Buy
+1,613
New +$64.6K 0.04% 180

Other funds holding DAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return