MPS Loria Financial Planners’s Delta Air Lines DAL Stock Holding History

MPS Loria Financial Planners’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
2021 Q2	–	Sell	-42	Closed	-$2K	–	218
2021 Q1	$2K	Hold	42	–	–	﹤0.01%	431
2020 Q4	$2K	Buy	42 +27	+180%	+$982	﹤0.01%	454
2020 Q3	$0	Buy	+15	New	+$433	﹤0.01%	327

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

MPS Loria Financial Planners's DAL Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Delta Air Lines (DAL) in Q2 2021, closing a stake of 42 shares — an estimated $2K sold.

MPS Loria Financial Planners first reported a position in DAL in Q3 2020 and held it in 3 quarters. The position peaked at $2K in Q1 2021. 962 funds tracked by Wall St. Rank hold DAL as of Q2 2021.

MPS Loria Financial Planners reported no remaining Delta Air Lines position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 42 Delta Air Lines shares in Q2 2021, an estimated $2K.
MPS Loria Financial Planners first reported a position in Delta Air Lines in Q3 2020 and held it in 3 quarters.
MPS Loria Financial Planners's Delta Air Lines position peaked at $2K in Q1 2021.
962 funds tracked by Wall St. Rank held Delta Air Lines as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.