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 $6.73T AUM 46.02% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lee Financial's DAL Position: Q2 2024 in Review

Lee Financial sold out of Delta Air Lines (DAL) in Q2 2024, closing a stake of 6,076 shares — an estimated $291K sold.

Lee Financial first reported a position in DAL in Q4 2017 and held it in 17 quarters. The position peaked at $291K in Q1 2024. 1,095 funds tracked by Wall St. Rank hold DAL as of Q2 2024.

Lee Financial reported no remaining Delta Air Lines position as of Q2 2024 after selling out during the quarter.
Lee Financial sold 6,076 Delta Air Lines shares in Q2 2024, an estimated $291K.
Lee Financial first reported a position in Delta Air Lines in Q4 2017 and held it in 17 quarters.
Lee Financial's Delta Air Lines position peaked at $291K in Q1 2024.
1,095 funds tracked by Wall St. Rank held Delta Air Lines as of Q2 2024.

Based on Lee Financial's 13F filing for Q2 2024, filed 14 Aug 2024.