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Berger Financial Group’s HF Sinclair DINO Stock Holding History

Berger Financial Group’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
2022
Q1 		– Sell
-142,045
Closed -$4.66M – 274
2021
Q4 		$4.66M Buy
142,045
+5,123
+4% +$173K 0.62% 55
2021
Q3 		$4.54M Buy
136,922
+1,208
+0.9% +$36.7K 0.82% 40
2021
Q2 		$4.46M Buy
135,714
+2,419
+2% +$84.1K 0.81% 41
2021
Q1 		$4.77M Buy
+133,295
New +$4.45M 1.04% 25

Other funds holding DINO

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
TH
TCTC Holdings Dallas, Texas $3.51B AUM 30.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Berger Financial Group's DINO Position: Q1 2022 in Review

Berger Financial Group sold out of HF Sinclair (DINO) in Q1 2022, closing a stake of 142,045 shares — an estimated $4.66M sold.

Berger Financial Group first reported a position in DINO in Q1 2021 and held it in 4 quarters. The position peaked at $4.77M in Q1 2021. 364 funds tracked by Wall St. Rank hold DINO as of Q1 2022.

  • Berger Financial Group reported no remaining HF Sinclair position as of Q1 2022 after selling out during the quarter.
  • Berger Financial Group sold 142,045 HF Sinclair shares in Q1 2022, an estimated $4.66M.
  • Berger Financial Group first reported a position in HF Sinclair in Q1 2021 and held it in 4 quarters.
  • Berger Financial Group's HF Sinclair position peaked at $4.77M in Q1 2021.
  • 364 funds tracked by Wall St. Rank held HF Sinclair as of Q1 2022.

Based on Berger Financial Group's 13F filing for Q1 2022, filed 10 May 2022.