WAS
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Winch Advisory Services’s Delek US DK Stock Holding History

Winch Advisory Services’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
2020
Q4 		– Sell
-1,913
Closed -$21K – 433
2020
Q3 		$21K Sell
1,913
-44
-2% -$677 0.01% 137
2020
Q2 		$34K Hold
1,957
– – 0.02% 108
2020
Q1 		$31K Sell
1,957
-10,306
-84% -$244K 0.02% 106
2019
Q4 		$411K Sell
12,263
-605
-5% -$21.8K 0.2% 57
2019
Q3 		$467K Buy
12,868
+299
+2% +$11K 0.24% 44
2019
Q2 		$509K Sell
12,569
-2
-0% -$73 0.27% 43
2019
Q1 		$458K Buy
12,571
+1,031
+9% +$35.1K 0.25% 50
2018
Q4 		$375K Sell
11,540
-561
-5% -$21.2K 0.21% 52
2018
Q3 		$513K Buy
12,101
+1,339
+12% +$66.1K 0.26% 53
2018
Q2 		$540K Buy
+10,762
New +$535K 0.29% 50

Other funds holding DK

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return