EWM
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Evermay Wealth Management’s Delta Air Lines DAL Stock Holding History

Evermay 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 		– Sell
-495
Closed -$25.1K – 586
2024
Q3 		$25.1K Sell
495
-5
-1% -$218 ﹤0.01% 383
2024
Q2 		$23.7K Hold
500
– – ﹤0.01% 396
2024
Q1 		$23.9K Sell
500
-9
-2% -$372 ﹤0.01% 407
2023
Q4 		$20.5K Buy
509
+9
+2% +$326 ﹤0.01% 392
2023
Q3 		$18.5K Hold
500
– – ﹤0.01% 383
2023
Q2 		$23.8K Hold
500
– – ﹤0.01% 367
2023
Q1 		$17.5K Hold
500
– – ﹤0.01% 374
2022
Q4 		$16.4K Hold
500
– – ﹤0.01% 380
2022
Q3 		$14K Hold
500
– – ﹤0.01% 364
2022
Q2 		$14K Hold
500
– – ﹤0.01% 364
2022
Q1 		$20K Hold
500
– – ﹤0.01% 367
2021
Q4 		$20K Hold
500
– – ﹤0.01% 357
2021
Q3 		$21K Sell
500
-25
-5% -$1.02K ﹤0.01% 334
2021
Q2 		$23K Buy
+525
New +$24.3K ﹤0.01% 346

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