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Institutional & Family Asset Management’s Delta Air Lines DAL Stock Holding History

Institutional & Family Asset 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
Q4 		– Sell
-32
Closed -$1K – 872
2020
Q3 		$1K Sell
32
-946
-97% -$27.3K ﹤0.01% 775
2020
Q2 		$27K Buy
978
+678
+226% +$17.2K 0.01% 371
2020
Q1 		$9K Sell
300
-969
-76% -$48K ﹤0.01% 464
2019
Q4 		$74K Buy
+1,269
New +$71.2K 0.02% 281
2019
Q3 		– Sell
-8
Closed – – 843
2019
Q2 		$0 Hold
8
– – ﹤0.01% 844
2019
Q1 		$0 Buy
+8
New +$397 ﹤0.01% 847

Other funds holding DAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return

Institutional & Family Asset Management's DAL Position: Q4 2020 in Review

Institutional & Family Asset Management sold out of Delta Air Lines (DAL) in Q4 2020, closing a stake of 32 shares — an estimated $1K sold.

Institutional & Family Asset Management first reported a position in DAL in Q1 2019 and held it in 6 quarters. The position peaked at $74K in Q4 2019. 975 funds tracked by Wall St. Rank hold DAL as of Q4 2020.

  • Institutional & Family Asset Management reported no remaining Delta Air Lines position as of Q4 2020 after selling out during the quarter.
  • Institutional & Family Asset Management sold 32 Delta Air Lines shares in Q4 2020, an estimated $1K.
  • Institutional & Family Asset Management first reported a position in Delta Air Lines in Q1 2019 and held it in 6 quarters.
  • Institutional & Family Asset Management's Delta Air Lines position peaked at $74K in Q4 2019.
  • 975 funds tracked by Wall St. Rank held Delta Air Lines as of Q4 2020.

Based on Institutional & Family Asset Management's 13F filing for Q4 2020, filed 3 Feb 2021.