Clifford Capital Partners Fund DK Holdings History
Number of Shares
189,000.00
Current Holdings Value*
$2.85 Mil
% of Portfolio
2.43%
Total Estimate Gain
$964,043.00
% of Total Estimate Gain
26.12%
Clifford Capital Partners Fund's Delek US Holdings Inc Holding Summary
As of 2025-03-31, World Funds Trust held 189,000.00 shares of Delek US Holdings Inc(DK), totaling $2.85 Mil. This investment constitutes 2.43% of their stock portfolio, and World Funds Trust now holds 0.31% of the outstanding Delek US Holdings Inc(DK) stock.
The initial trade took place in 2024Q3. And since then Clifford Capital Partners Fund has made 3 purchases of DK, at an average price of $19.53, for a total of 189,000.00 shares. Based on historical transaction data and DK's current price of $24.63, Clifford Capital Partners Fund's estimated gain on his DK holdings is $964,043.00, reflecting a 26.12% gain to date.
Clifford Capital Partners Fund DK ($24.63) Holding Chart
Clifford Capital Partners Fund DK ($24.63) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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