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MGO Private Wealth’s Delta Air Lines DAL Stock Holding History

MGO Private Wealth’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
2023
Q1 		– Sell
-18,743
Closed -$616K – 77
2022
Q4 		$616K Sell
18,743
-804
-4% -$26.6K 0.28% 67
2022
Q3 		$548K Buy
+19,547
New +$621K 0.26% 66

Other funds holding DAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

MGO Private Wealth's DAL Position: Q1 2023 in Review

MGO Private Wealth sold out of Delta Air Lines (DAL) in Q1 2023, closing a stake of 18,743 shares — an estimated $616K sold.

MGO Private Wealth first reported a position in DAL in Q3 2022 and held it in 2 quarters. The position peaked at $616K in Q4 2022. 976 funds tracked by Wall St. Rank hold DAL as of Q1 2023.

  • MGO Private Wealth reported no remaining Delta Air Lines position as of Q1 2023 after selling out during the quarter.
  • MGO Private Wealth sold 18,743 Delta Air Lines shares in Q1 2023, an estimated $616K.
  • MGO Private Wealth first reported a position in Delta Air Lines in Q3 2022 and held it in 2 quarters.
  • MGO Private Wealth's Delta Air Lines position peaked at $616K in Q4 2022.
  • 976 funds tracked by Wall St. Rank held Delta Air Lines as of Q1 2023.

Based on MGO Private Wealth's 13F filing for Q1 2023, filed 17 Apr 2023.