Berman Capital Advisors’s HF Sinclair DINO Stock Holding History

Berman Capital Advisors’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
2021 Q3	$67K	Buy	2,064 +1,588	+334%	+$48.3K	0.01%	568
2021 Q2	$15K	Buy	476 +40	+9%	+$1.39K	﹤0.01%	999
2021 Q1	$15K	Hold	436	–	–	﹤0.01%	888
2020 Q4	$11K	Buy	436 +194	+80%	+$4.39K	﹤0.01%	875
2020 Q3	$4K	Sell	242 -188	-44%	-$4.68K	﹤0.01%	1093
2020 Q2	$11K	Sell	430 -17	-4%	-$505	﹤0.01%	719
2020 Q1	$10K	Buy	447 +254	+132%	+$9.49K	﹤0.01%	661
2019 Q4	$9K	Buy	193 +1	+0.5%	+$53	﹤0.01%	771
2019 Q3	$10K	Hold	192	–	–	﹤0.01%	704
2019 Q2	$8K	Buy	192 +147	+327%	+$6.57K	﹤0.01%	804
2019 Q1	$2K	Sell	45 -14	-24%	-$745	﹤0.01%	1073
2018 Q4	$3K	Buy	+59	New	+$3.61K	﹤0.01%	794

Other funds holding DINO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TCTC Holdings Dallas, Texas $3.51B AUM 30.71% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Berman Capital Advisors's DINO Position: Q3 2021 in Review

Berman Capital Advisors increased its HF Sinclair (DINO) stake by 334% in Q3 2021, buying an estimated $48.3K and bringing the position to 2,064 shares worth $67K. The position accounts for 0.01% of the portfolio, ranked #568.

Berman Capital Advisors first reported a position in DINO in Q4 2018 and has held it in 12 quarters since. 382 funds tracked by Wall St. Rank hold DINO as of Q3 2021.

Berman Capital Advisors held 2,064 shares of HF Sinclair worth $67K as of Q3 2021.
Berman Capital Advisors bought 1,588 HF Sinclair shares in Q3 2021, an estimated $48.3K.
HF Sinclair made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #568 holding.
Berman Capital Advisors first reported a position in HF Sinclair in Q4 2018 and has held it in 12 quarters since.
382 funds tracked by Wall St. Rank held HF Sinclair as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.