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Sugarloaf Wealth Management’s Delta Air Lines DAL Stock Holding History

Sugarloaf Wealth 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
2022
Q3 		– Sell
-1,276
Closed -$37K – 846
2022
Q2 		$37K Buy
+1,276
New +$48.6K 0.01% 334

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
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

Sugarloaf Wealth Management's DAL Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its Delta Air Lines (DAL) stake by 11% in Q4 2024, buying an estimated $15.5K and bringing the position to 2,690 shares worth $163K. The position accounts for 0.03% of the portfolio, ranked #191.

Sugarloaf Wealth Management first reported a position in DAL in Q4 2019 and has held it in 20 quarters since. 1,214 funds tracked by Wall St. Rank hold DAL as of Q4 2024.

  • Sugarloaf Wealth Management held 2,690 shares of Delta Air Lines worth $163K as of Q4 2024.
  • Sugarloaf Wealth Management bought 262 Delta Air Lines shares in Q4 2024, an estimated $15.5K.
  • Delta Air Lines made up 0.03% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #191 holding.
  • Sugarloaf Wealth Management first reported a position in Delta Air Lines in Q4 2019 and has held it in 20 quarters since.
  • 1,214 funds tracked by Wall St. Rank held Delta Air Lines as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.