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Jamison Private Wealth Management’s Delta Air Lines DAL Stock Holding History

Jamison Private 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
-387
Closed -$19.6K – 267
2024
Q3 		$19.6K Buy
387
+1
+0.3% +$44 ﹤0.01% 307
2024
Q2 		$18.3K Sell
386
-4
-1% -$199 ﹤0.01% 295
2024
Q1 		$18.7K Sell
390
-33
-8% -$1.36K ﹤0.01% 300
2023
Q4 		$17K Buy
423
+1
+0.2% +$36 ﹤0.01% 282
2023
Q3 		$15.6K Buy
+422
New +$18.3K ﹤0.01% 281

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
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jamison Private Wealth Management's DAL Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of Delta Air Lines (DAL) in Q4 2024, closing a stake of 387 shares — an estimated $19.6K sold.

Jamison Private Wealth Management first reported a position in DAL in Q3 2023 and held it in 5 quarters. The position peaked at $19.6K in Q3 2024. 1,217 funds tracked by Wall St. Rank hold DAL as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining Delta Air Lines position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 387 Delta Air Lines shares in Q4 2024, an estimated $19.6K.
  • Jamison Private Wealth Management first reported a position in Delta Air Lines in Q3 2023 and held it in 5 quarters.
  • Jamison Private Wealth Management's Delta Air Lines position peaked at $19.6K in Q3 2024.
  • 1,217 funds tracked by Wall St. Rank held Delta Air Lines as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.