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Sun Life Financial’s Delek US DK Stock Holding History

Sun Life Financial’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
2019
Q4 		– Sell
-4,684
Closed -$170K – 491
2019
Q3 		$170K Buy
4,684
+26
+0.6% +$957 0.04% 200
2019
Q2 		$189K Hold
4,658
– – 0.05% 185
2019
Q1 		$170K Buy
4,658
+25
+0.5% +$851 0.04% 214
2018
Q4 		$151K Sell
4,633
-2,284
-33% -$86.4K 0.03% 232
2018
Q3 		$293K Buy
6,917
+43
+0.6% +$2.12K 0.05% 177
2018
Q2 		$345K Buy
+6,874
New +$342K 0.05% 158

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Sun Life Financial's DK Position: Q4 2019 in Review

Sun Life Financial sold out of Delek US (DK) in Q4 2019, closing a stake of 4,684 shares — an estimated $170K sold.

Sun Life Financial first reported a position in DK in Q2 2018 and held it in 6 quarters. The position peaked at $345K in Q2 2018. 255 funds tracked by Wall St. Rank hold DK as of Q4 2019.

  • Sun Life Financial reported no remaining Delek US position as of Q4 2019 after selling out during the quarter.
  • Sun Life Financial sold 4,684 Delek US shares in Q4 2019, an estimated $170K.
  • Sun Life Financial first reported a position in Delek US in Q2 2018 and held it in 6 quarters.
  • Sun Life Financial's Delek US position peaked at $345K in Q2 2018.
  • 255 funds tracked by Wall St. Rank held Delek US as of Q4 2019.

Based on Sun Life Financial's 13F filing for Q4 2019, filed 10 Feb 2020.