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Kaizen Financial Strategies’s Delta Air Lines DAL Stock Holding History

Kaizen Financial Strategies’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
2021
Q4 		– Sell
-5,356
Closed -$228K – 145
2021
Q3 		$228K Buy
+5,356
New +$219K 0.18% 127
2021
Q1 		$526K Buy
10,889
+4,259
+64% +$188K 0.5% 58
2020
Q4 		$267K Buy
+6,630
New +$241K 0.3% 94

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Kaizen Financial Strategies's DAL Position: Q4 2021 in Review

Kaizen Financial Strategies sold out of Delta Air Lines (DAL) in Q4 2021, closing a stake of 5,356 shares — an estimated $228K sold.

Kaizen Financial Strategies first reported a position in DAL in Q4 2020 and held it in 3 quarters. The position peaked at $526K in Q1 2021. 981 funds tracked by Wall St. Rank hold DAL as of Q4 2021.

  • Kaizen Financial Strategies reported no remaining Delta Air Lines position as of Q4 2021 after selling out during the quarter.
  • Kaizen Financial Strategies sold 5,356 Delta Air Lines shares in Q4 2021, an estimated $228K.
  • Kaizen Financial Strategies first reported a position in Delta Air Lines in Q4 2020 and held it in 3 quarters.
  • Kaizen Financial Strategies's Delta Air Lines position peaked at $526K in Q1 2021.
  • 981 funds tracked by Wall St. Rank held Delta Air Lines as of Q4 2021.

Based on Kaizen Financial Strategies's 13F filing for Q4 2021, filed 26 Jan 2022.