Lake Street Private Wealth’s Delta Air Lines DAL Stock Holding History

Lake Street Private Wealth’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 Q2	–	Sell	-5,360	Closed	-$212K	–	306
2022 Q1	$212K	Sell	5,360 -165	-3%	-$6.42K	0.04%	294
2021 Q4	$216K	Buy	+5,525	New	+$221K	0.04%	303

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lake Street Private Wealth's DAL Position: Q2 2022 in Review

Lake Street Private Wealth sold out of Delta Air Lines (DAL) in Q2 2022, closing a stake of 5,360 shares — an estimated $212K sold.

Lake Street Private Wealth first reported a position in DAL in Q4 2021 and held it in 2 quarters. The position peaked at $216K in Q4 2021. 909 funds tracked by Wall St. Rank hold DAL as of Q2 2022.

Lake Street Private Wealth reported no remaining Delta Air Lines position as of Q2 2022 after selling out during the quarter.
Lake Street Private Wealth sold 5,360 Delta Air Lines shares in Q2 2022, an estimated $212K.
Lake Street Private Wealth first reported a position in Delta Air Lines in Q4 2021 and held it in 2 quarters.
Lake Street Private Wealth's Delta Air Lines position peaked at $216K in Q4 2021.
909 funds tracked by Wall St. Rank held Delta Air Lines as of Q2 2022.

Based on Lake Street Private Wealth's 13F filing for Q2 2022, filed 12 Jul 2022.