PCS
DAL icon

Personal CFO Solutions’s Delta Air Lines DAL Stock Holding History

Personal CFO Solutions’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
2024
Q4 		– Sell
-5,372
Closed -$273K – 484
2024
Q3 		$273K Buy
5,372
+82
+2% +$3.57K 0.04% 452
2024
Q2 		$251K Buy
+5,290
New +$263K 0.04% 440
2023
Q3 		– Sell
-5,746
Closed -$273K – 462
2023
Q2 		$273K Buy
+5,746
New +$212K 0.06% 352
2022
Q1 		– Sell
-5,221
Closed -$204K – 480
2021
Q4 		$204K Buy
5,221
+505
+11% +$20.2K 0.04% 438
2021
Q3 		$201K Buy
+4,716
New +$193K 0.04% 418
2020
Q2 		– Sell
-8,630
Closed -$246K – 324
2020
Q1 		$246K Sell
8,630
-194
-2% -$9.62K 0.09% 198
2019
Q4 		$526K Buy
8,824
+4,602
+109% +$258K 0.15% 145
2019
Q3 		$243K Buy
+4,222
New +$250K 0.1% 237

Other funds holding DAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return