SIAS
DAL icon

Shine Investment Advisory Services’s Delta Air Lines DAL Stock Holding History

Shine Investment Advisory Services’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
Q3 		$5K Hold
150
– – ﹤0.01% 626
2020
Q2 		$4K Hold
150
– – ﹤0.01% 657
2020
Q1 		$4K Buy
+150
New +$7.43K ﹤0.01% 628
2017
Q3 		– Sell
-589
Closed -$32K – 666
2017
Q2 		$32K Buy
+589
New +$28.9K 0.02% 356

Other funds holding DAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Shine Investment Advisory Services's DAL Position: Q3 2020 in Review

Shine Investment Advisory Services held its Delta Air Lines (DAL) position steady in Q3 2020 at 150 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #626.

Shine Investment Advisory Services first reported a position in DAL in Q2 2017 and has held it in 4 quarters since. The position peaked at $32K in Q2 2017. 835 funds tracked by Wall St. Rank hold DAL as of Q3 2020.

  • Shine Investment Advisory Services held 150 shares of Delta Air Lines worth $5K as of Q3 2020.
  • Shine Investment Advisory Services left its Delta Air Lines share count unchanged in Q3 2020.
  • Delta Air Lines made up ﹤0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #626 holding.
  • Shine Investment Advisory Services first reported a position in Delta Air Lines in Q2 2017 and has held it in 4 quarters since.
  • Shine Investment Advisory Services's Delta Air Lines position peaked at $32K in Q2 2017.
  • 835 funds tracked by Wall St. Rank held Delta Air Lines as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.