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Financial Gravity Asset Management’s Delek US DK Stock Holding History

Financial Gravity Asset 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
Q4 		– Sell
-7
Closed – – 1443
2019
Q3 		$0 Buy
7
+1
+17% +$37 ﹤0.01% 1265
2019
Q2 		$0 Buy
6
+2
+50% +$73 ﹤0.01% 1316
2019
Q1 		$0 Buy
+4
New +$136 ﹤0.01% 1359
2018
Q3 		$1K Buy
31
+11
+55% +$543 ﹤0.01% 1110
2018
Q2 		$1K Buy
20
+8
+67% +$398 ﹤0.01% 1135
2018
Q1 		$1K Buy
+12
New +$432 ﹤0.01% 1108

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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

Financial Gravity Asset Management's DK Position: Q4 2019 in Review

Financial Gravity Asset Management sold out of Delek US (DK) in Q4 2019, closing a stake of 7 shares.

Financial Gravity Asset Management first reported a position in DK in Q1 2018 and held it in 6 quarters. The position peaked at $1K in Q3 2018. 255 funds tracked by Wall St. Rank hold DK as of Q4 2019.

  • Financial Gravity Asset Management reported no remaining Delek US position as of Q4 2019 after selling out during the quarter.
  • Financial Gravity Asset Management sold 7 Delek US shares in Q4 2019.
  • Financial Gravity Asset Management first reported a position in Delek US in Q1 2018 and held it in 6 quarters.
  • Financial Gravity Asset Management's Delek US position peaked at $1K in Q3 2018.
  • 255 funds tracked by Wall St. Rank held Delek US as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.