LM Advisors’s Delta Air Lines DAL Stock Holding History

LM 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	-1,450	Closed	-$58.3K	–	326
2023 Q4	$58.3K	Buy	+1,450	New	+$52.6K	0.01%	310

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

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

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

LM Advisors's DAL Position: Q1 2024 in Review

LM Advisors sold out of Delta Air Lines (DAL) in Q1 2024, closing a stake of 1,450 shares — an estimated $58.3K sold.

LM Advisors first reported a position in DAL in Q4 2023 and held it in 1 quarter. The position peaked at $58.3K in Q4 2023. 1,079 funds tracked by Wall St. Rank hold DAL as of Q1 2024.

LM Advisors reported no remaining Delta Air Lines position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 1,450 Delta Air Lines shares in Q1 2024, an estimated $58.3K.
LM Advisors first reported a position in Delta Air Lines in Q4 2023 and held it in 1 quarter.
LM Advisors's Delta Air Lines position peaked at $58.3K in Q4 2023.
1,079 funds tracked by Wall St. Rank held Delta Air Lines as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.