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Empirical Finance’s Delek US DK Stock Holding History

Empirical Finance’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
Q4 		– Sell
-14,244
Closed -$405K – 517
2023
Q3 		$405K Hold
14,244
– – 0.03% 432
2023
Q2 		$341K Buy
14,244
+121
+0.9% +$2.75K 0.03% 450
2023
Q1 		$324K Hold
14,123
– – 0.03% 438
2022
Q4 		$381K Buy
14,123
+98
+0.7% +$2.89K 0.04% 398
2022
Q3 		$381K Buy
+14,025
New +$370K 0.05% 349

Other funds holding DK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Empirical Finance's DK Position: Q4 2023 in Review

Empirical Finance sold out of Delek US (DK) in Q4 2023, closing a stake of 14,244 shares — an estimated $405K sold.

Empirical Finance first reported a position in DK in Q3 2022 and held it in 5 quarters. The position peaked at $405K in Q3 2023. 221 funds tracked by Wall St. Rank hold DK as of Q4 2023.

  • Empirical Finance reported no remaining Delek US position as of Q4 2023 after selling out during the quarter.
  • Empirical Finance sold 14,244 Delek US shares in Q4 2023, an estimated $405K.
  • Empirical Finance first reported a position in Delek US in Q3 2022 and held it in 5 quarters.
  • Empirical Finance's Delek US position peaked at $405K in Q3 2023.
  • 221 funds tracked by Wall St. Rank held Delek US as of Q4 2023.

Based on Empirical Finance's 13F filing for Q4 2023, filed 14 Feb 2024.