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Householder Group Estate & Retirement Specialist’s Delek US DK Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		– Sell
-374
Closed -$7K – 702
2024
Q3 		$7K Buy
+374
New +$7.91K ﹤0.01% 876

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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's DK Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Delek US (DK) in Q4 2024, closing a stake of 374 shares — an estimated $7K sold.

Householder Group Estate & Retirement Specialist first reported a position in DK in Q3 2024 and held it in 1 quarter. The position peaked at $7K in Q3 2024. 221 funds tracked by Wall St. Rank hold DK as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Delek US position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 374 Delek US shares in Q4 2024, an estimated $7K.
  • Householder Group Estate & Retirement Specialist first reported a position in Delek US in Q3 2024 and held it in 1 quarter.
  • Householder Group Estate & Retirement Specialist's Delek US position peaked at $7K in Q3 2024.
  • 221 funds tracked by Wall St. Rank held Delek US as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.