Lake Street Advisors Group’s Delta Air Lines DAL Stock Holding History

Lake Street Advisors Group’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	$295K	Buy	4,881 +261	+6%	+$15.4K	0.01%	455
2024 Q3	$235K	Sell	4,620 -141	-3%	-$6.14K	0.01%	526
2024 Q2	$226K	Buy	4,761 +25	+0.5%	+$1.24K	0.01%	512
2024 Q1	$227K	Buy	+4,736	New	+$196K	0.01%	532
2018 Q3	–	Sell	-4,159	Closed	-$206K	–	242
2018 Q2	$206K	Sell	4,159 -741	-15%	-$39.5K	0.02%	309
2018 Q1	$269K	Buy	4,900 +698	+17%	+$38.5K	0.03%	224
2017 Q4	$235K	Buy	+4,202	New	+$220K	0.03%	289

Other funds holding DAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lake Street Advisors Group's DAL Position: Q4 2024 in Review

Lake Street Advisors Group increased its Delta Air Lines (DAL) stake by 5.6% in Q4 2024, buying an estimated $15.4K and bringing the position to 4,881 shares worth $295K. The position accounts for 0.01% of the portfolio, ranked #455.

Lake Street Advisors Group first reported a position in DAL in Q4 2017 and has held it in 7 quarters since. 1,215 funds tracked by Wall St. Rank hold DAL as of Q4 2024.

Lake Street Advisors Group held 4,881 shares of Delta Air Lines worth $295K as of Q4 2024.
Lake Street Advisors Group bought 261 Delta Air Lines shares in Q4 2024, an estimated $15.4K.
Delta Air Lines made up 0.01% of Lake Street Advisors Group's portfolio in Q4 2024, its #455 holding.
Lake Street Advisors Group first reported a position in Delta Air Lines in Q4 2017 and has held it in 7 quarters since.
1,215 funds tracked by Wall St. Rank held Delta Air Lines as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.