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Keudell/Morrison Wealth Management’s Delta Air Lines DAL Stock Holding History

Keudell/Morrison 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
2022
Q1 		– Sell
-6,485
Closed -$253K – 183
2021
Q4 		$253K Buy
+6,485
New +$260K 0.1% 158

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
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
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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return

Keudell/Morrison Wealth Management's DAL Position: Q1 2022 in Review

Keudell/Morrison Wealth Management sold out of Delta Air Lines (DAL) in Q1 2022, closing a stake of 6,485 shares — an estimated $253K sold.

Keudell/Morrison Wealth Management first reported a position in DAL in Q4 2021 and held it in 1 quarter. The position peaked at $253K in Q4 2021. 980 funds tracked by Wall St. Rank hold DAL as of Q1 2022.

  • Keudell/Morrison Wealth Management reported no remaining Delta Air Lines position as of Q1 2022 after selling out during the quarter.
  • Keudell/Morrison Wealth Management sold 6,485 Delta Air Lines shares in Q1 2022, an estimated $253K.
  • Keudell/Morrison Wealth Management first reported a position in Delta Air Lines in Q4 2021 and held it in 1 quarter.
  • Keudell/Morrison Wealth Management's Delta Air Lines position peaked at $253K in Q4 2021.
  • 980 funds tracked by Wall St. Rank held Delta Air Lines as of Q1 2022.

Based on Keudell/Morrison Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.