Minot Wealth Management’s Delek Logistics DKL Stock Holding History

Minot Wealth Management’s Portfolio DKL Stock Details DKL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-5,000	Closed	-$214K	–	211
2021 Q4	$214K	Hold	5,000	–	–	0.04%	187
2021 Q3	$226K	Hold	5,000	–	–	0.05%	185
2021 Q2	$213K	Buy	+5,000	New	+$205K	0.05%	187

Other funds holding DKL

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

NIG

NFJ Investment Group Dallas, Texas $2.96B AUM 49.92% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

Minot Wealth Management's DKL Position: Q1 2022 in Review

Minot Wealth Management sold out of Delek Logistics (DKL) in Q1 2022, closing a stake of 5,000 shares — an estimated $214K sold.

Minot Wealth Management first reported a position in DKL in Q2 2021 and held it in 3 quarters. The position peaked at $226K in Q3 2021. 58 funds tracked by Wall St. Rank hold DKL as of Q1 2022.

Minot Wealth Management reported no remaining Delek Logistics position as of Q1 2022 after selling out during the quarter.
Minot Wealth Management sold 5,000 Delek Logistics shares in Q1 2022, an estimated $214K.
Minot Wealth Management first reported a position in Delek Logistics in Q2 2021 and held it in 3 quarters.
Minot Wealth Management's Delek Logistics position peaked at $226K in Q3 2021.
58 funds tracked by Wall St. Rank held Delek Logistics as of Q1 2022.

Based on Minot Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.