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Burney Company’s Delek US DK Stock Holding History

Burney Company’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
2026
Q1 		– Sell
-74,114
Closed -$2.2M – 598
2025
Q4 		$2.2M Buy
+74,114
New +$2.65M 0.07% 231
2024
Q3 		– Sell
-44,869
Closed -$1.11M – 605
2024
Q2 		$1.11M Buy
+44,869
New +$1.24M 0.04% 300
2016
Q1 		– Sell
-13,142
Closed -$323K – 393
2015
Q4 		$323K Buy
13,142
+3,900
+42% +$102K 0.02% 296
2015
Q3 		$256K Buy
+9,242
New +$311K 0.02% 321
2015
Q2 		– Sell
-5,726
Closed -$228K – 403
2015
Q1 		$228K Buy
+5,726
New +$190K 0.02% 381
2014
Q1 		– Sell
-6,653
Closed -$229K – 401
2013
Q4 		$229K Buy
+6,653
New +$181K 0.02% 388

Other funds holding DK

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $8.16B AUM 68.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return