LFA
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Level Financial Advisors’s Delta Air Lines DAL Stock Holding History

Level Financial Advisors’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
Q1 		– Sell
-1,039
Closed -$41.8K – 120
2023
Q4 		$41.8K Buy
1,039
+3
+0.3% +$109 0.02% 128
2023
Q3 		$38.3K Sell
1,036
-198
-16% -$8.6K 0.02% 123
2023
Q2 		$58.7K Hold
1,234
– – 0.03% 101
2023
Q1 		$43.1K Hold
1,234
– – 0.03% 104
2022
Q4 		$41K Hold
1,234
– – 0.03% 103
2022
Q3 		$35K Hold
1,234
– – 0.03% 112
2022
Q2 		$36K Hold
1,234
– – 0.03% 123
2022
Q1 		$49K Hold
1,234
– – 0.04% 88
2021
Q4 		$48K Buy
+1,234
New +$49.4K 0.04% 98

Other funds holding DAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return