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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 $8.26B AUM 15.11% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Winch Advisory Services's DK Position: Q4 2020 in Review

Winch Advisory Services sold out of Delek US (DK) in Q4 2020, closing a stake of 1,913 shares — an estimated $21K sold.

Winch Advisory Services first reported a position in DK in Q2 2018 and held it in 10 quarters. The position peaked at $540K in Q2 2018. 173 funds tracked by Wall St. Rank hold DK as of Q4 2020.

  • Winch Advisory Services reported no remaining Delek US position as of Q4 2020 after selling out during the quarter.
  • Winch Advisory Services sold 1,913 Delek US shares in Q4 2020, an estimated $21K.
  • Winch Advisory Services first reported a position in Delek US in Q2 2018 and held it in 10 quarters.
  • Winch Advisory Services's Delek US position peaked at $540K in Q2 2018.
  • 173 funds tracked by Wall St. Rank held Delek US as of Q4 2020.

Based on Winch Advisory Services's 13F filing for Q4 2020, filed 9 Feb 2021.