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Steward Financial Group’s Delek US DK Stock Holding History

Steward 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
2023
Q3 		$1K Buy
+39
New +$1.05K ﹤0.01% 1130
2023
Q2 		– Sell
-36
Closed – – 597
2023
Q1 		$0 Buy
36
+10
+38% +$250 ﹤0.01% 773
2022
Q4 		$0 Buy
+26
New +$767 ﹤0.01% 609
2022
Q3 		– Sell
-20
Closed – – 419
2022
Q2 		$0 Hold
20
– – ﹤0.01% 1064
2022
Q1 		$0 Hold
20
– – ﹤0.01% 323
2021
Q4 		$0 Buy
+20
New +$354 ﹤0.01% 266

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Steward Financial Group's DK Position: Q3 2023 in Review

Steward Financial Group opened a new position in Delek US (DK) in Q3 2023: 39 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1130 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in DK as recently as Q1 2023.

Steward Financial Group first reported a position in DK in Q4 2021 and has held it in 6 quarters since. 216 funds tracked by Wall St. Rank hold DK as of Q3 2023.

  • Steward Financial Group held 39 shares of Delek US worth $1K as of Q3 2023.
  • Delek US was a new Steward Financial Group position in Q3 2023.
  • Delek US made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1130 holding.
  • Steward Financial Group first reported a position in Delek US in Q4 2021 and has held it in 6 quarters since.
  • 216 funds tracked by Wall St. Rank held Delek US as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.