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Mark Sheptoff Financial Planning’s Delta Air Lines DAL Stock Holding History

Mark Sheptoff Financial Planning’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 		– Sell
-2,300
Closed -$65K – 336
2020
Q2 		$65K Buy
+2,300
New +$58.5K 0.04% 136
2019
Q4 		– Sell
-110
Closed -$6K – 365
2019
Q3 		$6K Buy
+110
New +$6.52K ﹤0.01% 296
2015
Q3 		– Sell
-500
Closed -$21K – 412
2015
Q2 		$21K Hold
500
– – 0.02% 221
2015
Q1 		$22K Hold
500
– – 0.02% 210
2014
Q4 		$25K Hold
500
– – 0.02% 201
2014
Q3 		$18K Hold
500
– – 0.02% 229
2014
Q2 		$19K Buy
+500
New +$18.9K 0.02% 228

Other funds holding DAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return