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Lenox Wealth Advisors’s Delek US DK Stock Holding History

Lenox Wealth Advisors’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
-39
Closed -$1K – 637
2020
Q1 		$1K Hold
39
– – ﹤0.01% 669
2019
Q4 		$1K Hold
39
– – ﹤0.01% 666
2019
Q3 		$1K Buy
+39
New +$1.44K ﹤0.01% 566
2019
Q2 		– Sell
-83
Closed -$3K – 453
2019
Q1 		$3K Buy
+83
New +$2.83K ﹤0.01% 446

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

Lenox Wealth Advisors's DK Position: Q2 2020 in Review

Lenox Wealth Advisors sold out of Delek US (DK) in Q2 2020, closing a stake of 39 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in DK in Q1 2019 and held it in 4 quarters. The position peaked at $3K in Q1 2019. 205 funds tracked by Wall St. Rank hold DK as of Q2 2020.

  • Lenox Wealth Advisors reported no remaining Delek US position as of Q2 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 39 Delek US shares in Q2 2020, an estimated $1K.
  • Lenox Wealth Advisors first reported a position in Delek US in Q1 2019 and held it in 4 quarters.
  • Lenox Wealth Advisors's Delek US position peaked at $3K in Q1 2019.
  • 205 funds tracked by Wall St. Rank held Delek US as of Q2 2020.

Based on Lenox Wealth Advisors's 13F filing for Q2 2020, filed 14 Jul 2020.