Carmel Capital Partners’s HF Sinclair DINO Stock Holding History

Carmel Capital Partners’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
2023 Q4	–	Sell	-89	Closed	-$5.07K	–	286
2023 Q3	$5.07K	Buy	+89	New	+$4.84K	﹤0.01%	544

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carmel Capital Partners's DINO Position: Q4 2023 in Review

Carmel Capital Partners sold out of HF Sinclair (DINO) in Q4 2023, closing a stake of 89 shares — an estimated $5.07K sold.

Carmel Capital Partners first reported a position in DINO in Q3 2023 and held it in 1 quarter. The position peaked at $5.07K in Q3 2023. 589 funds tracked by Wall St. Rank hold DINO as of Q4 2023.

Carmel Capital Partners reported no remaining HF Sinclair position as of Q4 2023 after selling out during the quarter.
Carmel Capital Partners sold 89 HF Sinclair shares in Q4 2023, an estimated $5.07K.
Carmel Capital Partners first reported a position in HF Sinclair in Q3 2023 and held it in 1 quarter.
Carmel Capital Partners's HF Sinclair position peaked at $5.07K in Q3 2023.
589 funds tracked by Wall St. Rank held HF Sinclair as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.