Shulman DeMeo Asset Management’s Delta Air Lines DAL Stock Holding History

Shulman DeMeo Asset 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
2019 Q4	–	Sell	-4,854	Closed	-$280K	–	136
2019 Q3	$280K	Buy	4,854 +14	+0.3%	+$829	0.09%	101
2019 Q2	$275K	Buy	4,840 +969	+25%	+$54.3K	0.1%	97
2019 Q1	$200K	Buy	+3,871	New	+$192K	0.08%	118

Other funds holding DAL

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

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

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

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

LPU

Lansdowne Partners (UK) London, United Kingdom $2.43B AUM 103.43% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Shulman DeMeo Asset Management's DAL Position: Q4 2019 in Review

Shulman DeMeo Asset Management sold out of Delta Air Lines (DAL) in Q4 2019, closing a stake of 4,854 shares — an estimated $280K sold.

Shulman DeMeo Asset Management first reported a position in DAL in Q1 2019 and held it in 3 quarters. The position peaked at $280K in Q3 2019. 1,136 funds tracked by Wall St. Rank hold DAL as of Q4 2019.

Shulman DeMeo Asset Management reported no remaining Delta Air Lines position as of Q4 2019 after selling out during the quarter.
Shulman DeMeo Asset Management sold 4,854 Delta Air Lines shares in Q4 2019, an estimated $280K.
Shulman DeMeo Asset Management first reported a position in Delta Air Lines in Q1 2019 and held it in 3 quarters.
Shulman DeMeo Asset Management's Delta Air Lines position peaked at $280K in Q3 2019.
1,136 funds tracked by Wall St. Rank held Delta Air Lines as of Q4 2019.

Based on Shulman DeMeo Asset Management's 13F filing for Q4 2019, filed 15 Jan 2020.