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CSat Investment Advisory’s Delek US DK Stock Holding History

CSat Investment Advisory’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
2020
Q2 		– Sell
-313
Closed -$5K – 1120
2020
Q1 		$5K Buy
313
+67
+27% +$1.59K ﹤0.01% 1021
2019
Q4 		$8K Sell
246
-3,453
-93% -$125K ﹤0.01% 1027
2019
Q3 		$134K Buy
3,699
+691
+23% +$25.4K 0.04% 269
2019
Q2 		$122K Buy
+3,008
New +$110K 0.04% 263

Other funds holding DK

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
IAM
Ion Asset Management Herzliya, Israel $911M AUM 24.97% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

CSat Investment Advisory's DK Position: Q2 2020 in Review

CSat Investment Advisory sold out of Delek US (DK) in Q2 2020, closing a stake of 313 shares — an estimated $5K sold.

CSat Investment Advisory first reported a position in DK in Q2 2019 and held it in 4 quarters. The position peaked at $134K in Q3 2019. 205 funds tracked by Wall St. Rank hold DK as of Q2 2020.

  • CSat Investment Advisory reported no remaining Delek US position as of Q2 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 313 Delek US shares in Q2 2020, an estimated $5K.
  • CSat Investment Advisory first reported a position in Delek US in Q2 2019 and held it in 4 quarters.
  • CSat Investment Advisory's Delek US position peaked at $134K in Q3 2019.
  • 205 funds tracked by Wall St. Rank held Delek US as of Q2 2020.

Based on CSat Investment Advisory's 13F filing for Q2 2020, filed 7 Aug 2020.