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ZPR Investment Management’s Delek US DK Stock Holding History

ZPR Investment Management’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
Q2 		– Sell
-11,130
Closed -$405K – 85
2019
Q1 		$405K Sell
11,130
-14,375
-56% -$489K 0.8% 39
2018
Q4 		$829K Sell
25,505
-870
-3% -$32.9K 1.65% 27
2018
Q3 		$1.12M Buy
+26,375
New +$1.3M 1.7% 26
2013
Q4 		– Sell
-135,770
Closed -$2.86M – 44
2013
Q3 		$2.86M Buy
135,770
+53,090
+64% +$1.4M 3.59% 14
2013
Q2 		$2.38M Buy
+82,680
New +$2.9M 2.77% 20

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ZPR Investment Management's DK Position: Q2 2019 in Review

ZPR Investment Management sold out of Delek US (DK) in Q2 2019, closing a stake of 11,130 shares — an estimated $405K sold.

ZPR Investment Management first reported a position in DK in Q2 2013 and held it in 5 quarters. The position peaked at $2.86M in Q3 2013. 256 funds tracked by Wall St. Rank hold DK as of Q2 2019.

  • ZPR Investment Management reported no remaining Delek US position as of Q2 2019 after selling out during the quarter.
  • ZPR Investment Management sold 11,130 Delek US shares in Q2 2019, an estimated $405K.
  • ZPR Investment Management first reported a position in Delek US in Q2 2013 and held it in 5 quarters.
  • ZPR Investment Management's Delek US position peaked at $2.86M in Q3 2013.
  • 256 funds tracked by Wall St. Rank held Delek US as of Q2 2019.

Based on ZPR Investment Management's 13F filing for Q2 2019, filed 14 Aug 2019.