Lyons Wealth Management’s Delta Air Lines DAL Stock Holding History

Lyons Wealth Management’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
2019 Q1	–	Sell	-14,066	Closed	-$702K	–	20
2018 Q4	$702K	Sell	14,066 -1,041	-7%	-$56.7K	2.29%	16
2018 Q3	$874K	Sell	15,107 -518	-3%	-$28.5K	1.73%	19
2018 Q2	$772K	Sell	15,625 -105	-0.7%	-$5.6K	1.11%	28
2018 Q1	$860K	Buy	15,730 +451	+3%	+$24.9K	1.31%	20
2017 Q4	$856K	Buy	+15,279	New	+$798K	1.4%	19

Other funds holding DAL

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

LPU

Lansdowne Partners (UK) London, United Kingdom $1.87B AUM 61.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

Lyons Wealth Management's DAL Position: Q1 2019 in Review

Lyons Wealth Management sold out of Delta Air Lines (DAL) in Q1 2019, closing a stake of 14,066 shares — an estimated $702K sold.

Lyons Wealth Management first reported a position in DAL in Q4 2017 and held it in 5 quarters. The position peaked at $874K in Q3 2018. 1,018 funds tracked by Wall St. Rank hold DAL as of Q1 2019.

Lyons Wealth Management reported no remaining Delta Air Lines position as of Q1 2019 after selling out during the quarter.
Lyons Wealth Management sold 14,066 Delta Air Lines shares in Q1 2019, an estimated $702K.
Lyons Wealth Management first reported a position in Delta Air Lines in Q4 2017 and held it in 5 quarters.
Lyons Wealth Management's Delta Air Lines position peaked at $874K in Q3 2018.
1,018 funds tracked by Wall St. Rank held Delta Air Lines as of Q1 2019.

Based on Lyons Wealth Management's 13F filing for Q1 2019, filed 14 May 2019.