Principal Financial Group
DK icon

Principal Financial Group’s Delek US DK Stock Holding History

Principal Financial Group’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
Q2 		– Sell
-7,252
Closed -$223K – 2394
2024
Q1 		$223K Sell
7,252
-854
-11% -$23.1K ﹤0.01% 2150
2023
Q4 		$209K Sell
8,106
-1,514
-16% -$40K ﹤0.01% 2157
2023
Q3 		$273K Buy
+9,620
New +$260K ﹤0.01% 2085
2023
Q1 		– Sell
-8,340
Closed -$225K – 2472
2022
Q4 		$225K Sell
8,340
-1,920
-19% -$56.7K ﹤0.01% 2168
2022
Q3 		$278K Sell
10,260
-677
-6% -$17.9K ﹤0.01% 2103
2022
Q2 		$283K Buy
+10,937
New +$295K ﹤0.01% 2197
2021
Q2 		– Sell
-89,590
Closed -$1.95M – 2613
2021
Q1 		$1.95M Buy
89,590
+6,838
+8% +$149K ﹤0.01% 1857
2020
Q4 		$1.33M Sell
82,752
-289,661
-78% -$3.82M ﹤0.01% 1878
2020
Q3 		$4.14M Sell
372,413
-11,260
-3% -$173K ﹤0.01% 1528
2020
Q2 		$6.68M Sell
383,673
-705,386
-65% -$13.5M 0.01% 1293
2020
Q1 		$17.2M Sell
1,089,059
-1,437,675
-57% -$34.1M 0.02% 618
2019
Q4 		$84.7M Sell
2,526,734
-112,372
-4% -$4.05M 0.07% 298
2019
Q3 		$95.8M Sell
2,639,106
-150,938
-5% -$5.56M 0.08% 263
2019
Q2 		$113M Buy
2,790,044
+1,042,022
+60% +$38.1M 0.1% 228
2019
Q1 		$63.7M Buy
1,748,022
+127,764
+8% +$4.35M 0.06% 327
2018
Q4 		$52.7M Buy
1,620,258
+1,082,837
+201% +$40.9M 0.06% 341
2018
Q3 		$22.8M Sell
537,421
-4,768
-0.9% -$235K 0.02% 769
2018
Q2 		$27.2M Sell
542,189
-122,436
-18% -$6.09M 0.03% 627
2018
Q1 		$27.1M Sell
664,625
-5,057
-0.8% -$182K 0.03% 616
2017
Q4 		$23.4M Buy
669,682
+202,715
+43% +$5.98M 0.02% 714
2017
Q3 		$12.5M Buy
466,967
+194,856
+72% +$4.88M 0.01% 1092
2017
Q2 		$7.2M Buy
272,111
+241,127
+778% +$5.95M 0.01% 1414
2017
Q1 		$752K Buy
30,984
+4,006
+15% +$95.2K ﹤0.01% 1861
2016
Q4 		$649K Buy
+26,978
New +$529K ﹤0.01% 1878
2016
Q2 		– Sell
-15,614
Closed -$238K – 2177
2016
Q1 		$238K Buy
15,614
+2,609
+20% +$42.1K ﹤0.01% 1982
2015
Q4 		$320K Buy
13,005
+1,021
+9% +$26.8K ﹤0.01% 1937
2015
Q3 		$332K Buy
11,984
+2,209
+23% +$74.2K ﹤0.01% 1927
2015
Q2 		$360K Sell
9,775
-1,380
-12% -$51.8K ﹤0.01% 1916
2015
Q1 		$443K Buy
11,155
+783
+8% +$25.9K ﹤0.01% 1852
2014
Q4 		$283K Sell
10,372
-2,536
-20% -$76.7K ﹤0.01% 1942
2014
Q3 		$428K Hold
12,908
– – ﹤0.01% 1859
2014
Q2 		$364K Sell
12,908
-363
-3% -$11.2K ﹤0.01% 1912
2014
Q1 		$385K Buy
13,271
+5,464
+70% +$165K ﹤0.01% 1924
2013
Q4 		$269K Sell
7,807
-9,447
-55% -$257K ﹤0.01% 2049
2013
Q3 		$364K Buy
17,254
+3,373
+24% +$89.1K ﹤0.01% 1908
2013
Q2 		$399K Buy
+13,881
New +$487K ﹤0.01% 1873

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
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
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
IAM
Ion Asset Management Herzliya, Israel $911M AUM 24.97% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Principal Financial Group's DK Position: Q2 2024 in Review

Principal Financial Group sold out of Delek US (DK) in Q2 2024, closing a stake of 7,252 shares — an estimated $223K sold.

Principal Financial Group first reported a position in DK in Q2 2013 and held it in 36 quarters. The position peaked at $113M in Q2 2019. 227 funds tracked by Wall St. Rank hold DK as of Q2 2024.

  • Principal Financial Group reported no remaining Delek US position as of Q2 2024 after selling out during the quarter.
  • Principal Financial Group sold 7,252 Delek US shares in Q2 2024, an estimated $223K.
  • Principal Financial Group first reported a position in Delek US in Q2 2013 and held it in 36 quarters.
  • Principal Financial Group's Delek US position peaked at $113M in Q2 2019.
  • 227 funds tracked by Wall St. Rank held Delek US as of Q2 2024.

Based on Principal Financial Group's 13F filing for Q2 2024, filed 29 Jul 2024.