Capital Analysts LLC’s HF Sinclair DINO Stock Holding History

Capital Analysts LLC’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 Q1	–	Sell	-55	Closed	-$1K	–	1070
2020 Q4	$1K	Hold	55	–	–	﹤0.01%	716
2020 Q3	$1K	Hold	55	–	–	﹤0.01%	730
2020 Q2	$2K	Hold	55	–	–	﹤0.01%	658
2020 Q1	$1K	Hold	55	–	–	﹤0.01%	656
2019 Q4	$3K	Hold	55	–	–	﹤0.01%	644
2019 Q3	$2K	Hold	55	–	–	﹤0.01%	651
2019 Q2	$3K	Hold	55	–	–	﹤0.01%	607
2019 Q1	$2K	Hold	55	–	–	﹤0.01%	605
2018 Q4	$3K	Hold	55	–	–	﹤0.01%	530
2018 Q3	$4K	Hold	55	–	–	﹤0.01%	490
2018 Q2	$4K	Hold	55	–	–	﹤0.01%	521
2018 Q1	$3K	Hold	55	–	–	﹤0.01%	515
2017 Q4	$3K	Hold	55	–	–	﹤0.01%	428
2017 Q3	$2K	Buy	+55	New	+$1.65K	﹤0.01%	445
2016 Q4	–	Sell	-55	Closed	-$1.35K	–	353
2016 Q3	$1.35K	Hold	55	–	–	﹤0.01%	361
2016 Q2	$1.31K	Hold	55	–	–	﹤0.01%	323
2016 Q1	$1.94K	Hold	55	–	–	﹤0.01%	377
2015 Q4	$2.19K	Buy	+55	New	+$2.6K	﹤0.01%	377

Other funds holding DINO

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Fidelity Investments

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

Dimensional Fund Advisors

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

AllianceBernstein

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return