Lee Financial’s Delta Air Lines DAL Stock Holding History

Lee Financial’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 Q2	–	Sell	-6,076	Closed	-$291K	–	152
2024 Q1	$291K	Buy	6,076 +48	+0.8%	+$1.99K	0.05%	120
2023 Q4	$243K	Buy	+6,028	New	+$219K	0.04%	129
2023 Q1	–	Sell	-17	Closed	-$559	–	837
2022 Q4	$559	Hold	17	–	–	﹤0.01%	813
2022 Q3	$0	Buy	+17	New	+$540	﹤0.01%	855
2022 Q1	–	Sell	-66	Closed	-$3K	–	803
2021 Q4	$3K	Hold	66	–	–	﹤0.01%	661
2021 Q3	$3K	Buy	66 +27	+69%	+$1.1K	﹤0.01%	540
2021 Q2	$2K	Buy	+39	New	+$1.81K	﹤0.01%	556
2020 Q2	–	Sell	-130	Closed	-$4K	–	525
2020 Q1	$4K	Hold	130	–	–	﹤0.01%	395
2019 Q4	$8K	Hold	130	–	–	﹤0.01%	379
2019 Q3	$7K	Hold	130	–	–	﹤0.01%	394
2019 Q2	$7K	Hold	130	–	–	﹤0.01%	402
2019 Q1	$7K	Hold	130	–	–	﹤0.01%	386
2018 Q4	$6K	Hold	130	–	–	﹤0.01%	348
2018 Q3	$8K	Sell	130 -138	-51%	-$7.6K	﹤0.01%	361
2018 Q2	$13K	Hold	268	–	–	﹤0.01%	426
2018 Q1	$15K	Buy	268 +138	+106%	+$7.61K	﹤0.01%	395
2017 Q4	$7K	Buy	+130	New	+$6.79K	﹤0.01%	396

Other funds holding DAL

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Sanders Capital

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

Primecap Management

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

Wellington Management Group

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

Capital International Investors

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

Capital World Investors

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

Geode Capital Management

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