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Advantage Investment Management’s Delek US DK Stock Holding History

Advantage Investment Management’s Portfolio DK Stock Details DK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		$117K Hold
3,223
– – 0.09% 208
2019
Q2 		$131K Sell
3,223
-98
-3% -$3.59K 0.1% 195
2019
Q1 		$121K Hold
3,321
– – 0.1% 210
2018
Q4 		$108K Hold
3,321
– – 0.08% 220
2018
Q3 		$141K Buy
+3,321
New +$164K 0.09% 215

Other funds holding DK

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Advantage Investment Management's DK Position: Q3 2019 in Review

Advantage Investment Management held its Delek US (DK) position steady in Q3 2019 at 3,223 shares worth $117K. The position accounts for 0.09% of the portfolio, ranked #208.

Advantage Investment Management first reported a position in DK in Q3 2018 and has held it in 5 quarters since. The position peaked at $141K in Q3 2018. 255 funds tracked by Wall St. Rank hold DK as of Q3 2019.

  • Advantage Investment Management held 3,223 shares of Delek US worth $117K as of Q3 2019.
  • Advantage Investment Management left its Delek US share count unchanged in Q3 2019.
  • Delek US made up 0.09% of Advantage Investment Management's portfolio in Q3 2019, its #208 holding.
  • Advantage Investment Management first reported a position in Delek US in Q3 2018 and has held it in 5 quarters since.
  • Advantage Investment Management's Delek US position peaked at $141K in Q3 2018.
  • 255 funds tracked by Wall St. Rank held Delek US as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.