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

MinichMacGregor 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
2023 Q1	–	Sell	-2,000	Closed	-$65.7K	–	218
2022 Q4	$65.7K	Buy	+2,000	New	+$66.3K	0.02%	161
2018 Q4	–	Sell	-21	Closed	-$1K	–	186
2018 Q3	$1K	Hold	21	–	–	﹤0.01%	475
2018 Q2	$1K	Sell	21 -44	-68%	-$2.35K	﹤0.01%	475
2018 Q1	$3K	Buy	65 +44	+210%	+$2.43K	﹤0.01%	401
2017 Q4	$1K	Buy	21 +6	+40%	+$313	﹤0.01%	446
2017 Q3	$0	Hold	15	–	–	﹤0.01%	483
2017 Q2	$0	Buy	+15	New	+$735	﹤0.01%	478
2016 Q2	–	Sell	-357	Closed	-$17K	–	442
2016 Q1	$17K	Buy	+357	New	+$16.7K	0.02%	188

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

MinichMacGregor Wealth Management's DAL Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Delta Air Lines (DAL) in Q1 2023, closing a stake of 2,000 shares — an estimated $65.7K sold.

MinichMacGregor Wealth Management first reported a position in DAL in Q1 2016 and held it in 8 quarters. The position peaked at $65.7K in Q4 2022. 976 funds tracked by Wall St. Rank hold DAL as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Delta Air Lines position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 2,000 Delta Air Lines shares in Q1 2023, an estimated $65.7K.
MinichMacGregor Wealth Management first reported a position in Delta Air Lines in Q1 2016 and held it in 8 quarters.
MinichMacGregor Wealth Management's Delta Air Lines position peaked at $65.7K in Q4 2022.
976 funds tracked by Wall St. Rank held Delta Air Lines as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.