DI
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Disciplined Investments’s Delek US DK Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-4
Closed -$96 – 489
2023
Q2 		$96 Buy
4
+1
+33% +$23 ﹤0.01% 1604
2023
Q1 		$69 Hold
3
– – ﹤0.01% 1610
2022
Q4 		$81 Hold
3
– – ﹤0.01% 1549
2022
Q3 		$0 Buy
+3
New +$79 ﹤0.01% 1317

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IAM
Ion Asset Management Herzliya, Israel $911M AUM 24.97% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Disciplined Investments's DK Position: Q3 2023 in Review

Disciplined Investments sold out of Delek US (DK) in Q3 2023, closing a stake of 4 shares — an estimated $96 sold.

Disciplined Investments first reported a position in DK in Q3 2022 and held it in 4 quarters. The position peaked at $96 in Q2 2023. 216 funds tracked by Wall St. Rank hold DK as of Q3 2023.

  • Disciplined Investments reported no remaining Delek US position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 4 Delek US shares in Q3 2023, an estimated $96.
  • Disciplined Investments first reported a position in Delek US in Q3 2022 and held it in 4 quarters.
  • Disciplined Investments's Delek US position peaked at $96 in Q2 2023.
  • 216 funds tracked by Wall St. Rank held Delek US as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.