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Advisory Research’s HF Sinclair DINO Stock Holding History

Advisory Research’s Portfolio DINO Stock Details DINO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-11,953
Closed -$533K – 155
2024
Q3 		$533K Sell
11,953
-389
-3% -$18.6K 0.09% 133
2024
Q2 		$658K Buy
12,342
+800
+7% +$45K 0.12% 127
2024
Q1 		$697K Buy
11,542
+305
+3% +$17.3K 0.14% 118
2023
Q4 		$624K Sell
11,237
-1,465
-12% -$79.9K 0.1% 211
2023
Q3 		$723K Sell
12,702
-527
-4% -$28.6K 0.1% 231
2023
Q2 		$590K Buy
13,229
+539
+4% +$23.5K 0.08% 270
2023
Q1 		$614K Buy
+12,690
New +$660K 0.1% 226

Other funds holding DINO

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
TH
TCTC Holdings Dallas, Texas $3.51B AUM 30.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisory Research's DINO Position: Q4 2024 in Review

Advisory Research sold out of HF Sinclair (DINO) in Q4 2024, closing a stake of 11,953 shares — an estimated $533K sold.

Advisory Research first reported a position in DINO in Q1 2023 and held it in 7 quarters. The position peaked at $723K in Q3 2023. 544 funds tracked by Wall St. Rank hold DINO as of Q4 2024.

  • Advisory Research reported no remaining HF Sinclair position as of Q4 2024 after selling out during the quarter.
  • Advisory Research sold 11,953 HF Sinclair shares in Q4 2024, an estimated $533K.
  • Advisory Research first reported a position in HF Sinclair in Q1 2023 and held it in 7 quarters.
  • Advisory Research's HF Sinclair position peaked at $723K in Q3 2023.
  • 544 funds tracked by Wall St. Rank held HF Sinclair as of Q4 2024.

Based on Advisory Research's 13F filing for Q4 2024, filed 13 Feb 2025.