LifePlan Financial Group’s Delta Air Lines DAL Stock Holding History

LifePlan Financial 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
2020 Q3	$19K	Buy	635 +335	+112%	+$9.66K	0.01%	343
2020 Q2	$8K	Buy	+300	New	+$7.63K	﹤0.01%	425
2018 Q3	–	Sell	-5	Closed	–	–	539
2018 Q2	$0	Hold	5	–	–	﹤0.01%	528
2018 Q1	$0	Buy	+5	New	+$276	﹤0.01%	517
2014 Q2	–	Sell	-5	Closed	–	–	93
2014 Q1	$0	Hold	5	–	–	﹤0.01%	263
2013 Q4	$0	Hold	5	–	–	﹤0.01%	242
2013 Q3	$0	Hold	5	–	–	﹤0.01%	224
2013 Q2	$0	Buy	+5	New	+$87	﹤0.01%	199

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

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

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

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

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

GFA

Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LifePlan Financial Group's DAL Position: Q3 2020 in Review

LifePlan Financial Group increased its Delta Air Lines (DAL) stake by 112% in Q3 2020, buying an estimated $9.66K and bringing the position to 635 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #343.

LifePlan Financial Group first reported a position in DAL in Q2 2013 and has held it in 8 quarters since. 834 funds tracked by Wall St. Rank hold DAL as of Q3 2020.

LifePlan Financial Group held 635 shares of Delta Air Lines worth $19K as of Q3 2020.
LifePlan Financial Group bought 335 Delta Air Lines shares in Q3 2020, an estimated $9.66K.
Delta Air Lines made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #343 holding.
LifePlan Financial Group first reported a position in Delta Air Lines in Q2 2013 and has held it in 8 quarters since.
834 funds tracked by Wall St. Rank held Delta Air Lines as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.