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Midwest Investment Management’s Delta Air Lines DAL Stock Holding History

Midwest Investment 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
2017
Q3 		$2.87M Buy
59,473
+5,002
+9% +$249K 2.36% 16
2017
Q2 		$2.93M Buy
54,471
+1,791
+3% +$87.8K 2.47% 15
2017
Q1 		$2.42M Buy
+52,680
New +$2.57M 2.07% 22

Other funds holding DAL

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
LPU
Lansdowne Partners (UK) London, United Kingdom $2.43B AUM 103.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Midwest Investment Management's DAL Position: Q3 2017 in Review

Midwest Investment Management increased its Delta Air Lines (DAL) stake by 9.2% in Q3 2017, buying an estimated $249K and bringing the position to 59,473 shares worth $2.87M. The position accounts for 2.36% of the portfolio, ranked #16.

Midwest Investment Management first reported a position in DAL in Q1 2017 and has held it in 3 quarters since. The position peaked at $2.93M in Q2 2017. 865 funds tracked by Wall St. Rank hold DAL as of Q3 2017.

  • Midwest Investment Management held 59,473 shares of Delta Air Lines worth $2.87M as of Q3 2017.
  • Midwest Investment Management bought 5,002 Delta Air Lines shares in Q3 2017, an estimated $249K.
  • Delta Air Lines made up 2.36% of Midwest Investment Management's portfolio in Q3 2017, its #16 holding.
  • Midwest Investment Management first reported a position in Delta Air Lines in Q1 2017 and has held it in 3 quarters since.
  • Midwest Investment Management's Delta Air Lines position peaked at $2.93M in Q2 2017.
  • 865 funds tracked by Wall St. Rank held Delta Air Lines as of Q3 2017.

Based on Midwest Investment Management's 13F filing for Q3 2017, filed 13 Oct 2017.