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RE Dickinson Investment Advisors’s Delek US DK Stock Holding History

RE Dickinson Investment 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
2024
Q4 		$2K Sell
110
-3,660
-97% -$65.6K ﹤0.01% 216
2024
Q3 		$70.7K Buy
3,770
+3,662
+3,391% +$77.5K 0.04% 77
2024
Q2 		$2.67K Buy
108
+1
+0.9% +$28 ﹤0.01% 198
2024
Q1 		$3K Buy
107
+1
+0.9% +$27 ﹤0.01% 194
2023
Q4 		$3K Buy
106
+1
+1% +$26 ﹤0.01% 200
2023
Q3 		$3K Sell
105
-24
-19% -$648 ﹤0.01% 221
2023
Q2 		$3K Buy
129
+2
+2% +$45 ﹤0.01% 314
2023
Q1 		$3K Buy
127
+1
+0.8% +$25 ﹤0.01% 340
2022
Q4 		$3K Buy
126
+1
+0.8% +$30 ﹤0.01% 315
2022
Q3 		$3K Buy
125
+1
+0.8% +$26 ﹤0.01% 196
2022
Q2 		$3K Hold
124
– – ﹤0.01% 225
2022
Q1 		$3K Hold
124
– – ﹤0.01% 238
2021
Q4 		$2K Buy
+124
New +$2.19K ﹤0.01% 259

Other funds holding DK

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 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 $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

RE Dickinson Investment Advisors's DK Position: Q4 2024 in Review

RE Dickinson Investment Advisors reduced its Delek US (DK) stake by 97% in Q4 2024, selling an estimated $65.6K and leaving 110 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #216.

RE Dickinson Investment Advisors first reported a position in DK in Q4 2021 and has held it in 13 quarters since. The position peaked at $70.7K in Q3 2024. 221 funds tracked by Wall St. Rank hold DK as of Q4 2024.

  • RE Dickinson Investment Advisors held 110 shares of Delek US worth $2K as of Q4 2024.
  • RE Dickinson Investment Advisors sold 3,660 Delek US shares in Q4 2024, an estimated $65.6K.
  • Delek US made up ﹤0.01% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #216 holding.
  • RE Dickinson Investment Advisors first reported a position in Delek US in Q4 2021 and has held it in 13 quarters since.
  • RE Dickinson Investment Advisors's Delek US position peaked at $70.7K in Q3 2024.
  • 221 funds tracked by Wall St. Rank held Delek US as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.