Schwarz Dygos Wheeler Investment Advisors’s Delta Air Lines DAL Stock Holding History

Schwarz Dygos Wheeler Investment Advisors’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
2020 Q1	–	Sell	-4,799	Closed	-$281K	–	86
2019 Q4	$281K	Hold	4,799	–	–	0.19%	68
2019 Q3	$276K	Hold	4,799	–	–	0.22%	65
2019 Q2	$272K	Sell	4,799 -320	-6%	-$17.9K	0.22%	64
2019 Q1	$264K	Buy	5,119 +739	+17%	+$36.7K	0.23%	62
2018 Q4	$219K	Buy	+4,380	New	+$239K	0.24%	62

Other funds holding DAL

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPU

Lansdowne Partners (UK) London, United Kingdom $1.87B AUM 61.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's DAL Position: Q1 2020 in Review

Schwarz Dygos Wheeler Investment Advisors sold out of Delta Air Lines (DAL) in Q1 2020, closing a stake of 4,799 shares — an estimated $281K sold.

Schwarz Dygos Wheeler Investment Advisors first reported a position in DAL in Q4 2018 and held it in 5 quarters. The position peaked at $281K in Q4 2019. 973 funds tracked by Wall St. Rank hold DAL as of Q1 2020.

Schwarz Dygos Wheeler Investment Advisors reported no remaining Delta Air Lines position as of Q1 2020 after selling out during the quarter.
Schwarz Dygos Wheeler Investment Advisors sold 4,799 Delta Air Lines shares in Q1 2020, an estimated $281K.
Schwarz Dygos Wheeler Investment Advisors first reported a position in Delta Air Lines in Q4 2018 and held it in 5 quarters.
Schwarz Dygos Wheeler Investment Advisors's Delta Air Lines position peaked at $281K in Q4 2019.
973 funds tracked by Wall St. Rank held Delta Air Lines as of Q1 2020.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q1 2020, filed 14 Apr 2020.