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West Oak Capital’s Delta Air Lines DAL Stock Holding History

West Oak Capital’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
Q2 		– Sell
-175
Closed -$7K – 337
2022
Q1 		$7K Sell
175
-75
-30% -$2.92K ﹤0.01% 281
2021
Q4 		$10K Hold
250
– – ﹤0.01% 267
2021
Q3 		$11K Sell
250
-100
-29% -$4.08K ﹤0.01% 276
2021
Q2 		$15K Sell
350
-225
-39% -$10.4K 0.01% 256
2021
Q1 		$28K Buy
575
+225
+64% +$9.95K 0.01% 212
2020
Q4 		$14K Hold
350
– – 0.01% 240
2020
Q3 		$11K Sell
350
-1,600
-82% -$46.1K 0.01% 230
2020
Q2 		$55K Buy
1,950
+1,600
+457% +$40.7K 0.03% 167
2020
Q1 		$10K Buy
+350
New +$17.3K 0.01% 220
2019
Q4 		– Sell
-200
Closed -$12K – 291
2019
Q3 		$12K Buy
+200
New +$11.8K 0.01% 237
2017
Q2 		– Sell
-549
Closed -$25.2K – 350
2017
Q1 		$25.2K Buy
+549
New +$26.8K 0.02% 226

Other funds holding DAL

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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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return