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Halpern Financial’s Delta Air Lines DAL Stock Holding History

Halpern Financial’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
2022
Q3 		– Sell
-21
Closed -$608 – 238
2022
Q2 		$608 Buy
+21
New +$801 ﹤0.01% 295
2021
Q1 		– Sell
-13
Closed -$523 – 261
2020
Q4 		$523 Hold
13
– – ﹤0.01% 194
2020
Q3 		$398 Buy
+13
New +$375 ﹤0.01% 194

Other funds holding DAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Halpern Financial's DAL Position: Q3 2022 in Review

Halpern Financial sold out of Delta Air Lines (DAL) in Q3 2022, closing a stake of 21 shares — an estimated $608 sold.

Halpern Financial first reported a position in DAL in Q3 2020 and held it in 3 quarters. The position peaked at $608 in Q2 2022. 889 funds tracked by Wall St. Rank hold DAL as of Q3 2022.

  • Halpern Financial reported no remaining Delta Air Lines position as of Q3 2022 after selling out during the quarter.
  • Halpern Financial sold 21 Delta Air Lines shares in Q3 2022, an estimated $608.
  • Halpern Financial first reported a position in Delta Air Lines in Q3 2020 and held it in 3 quarters.
  • Halpern Financial's Delta Air Lines position peaked at $608 in Q2 2022.
  • 889 funds tracked by Wall St. Rank held Delta Air Lines as of Q3 2022.

Based on Halpern Financial's 13F filing for Q3 2022, filed 21 Sep 2023.