CSat Investment Advisory’s HF Sinclair DINO Stock Holding History

CSat Investment Advisory’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	$117K	Sell	3,263 -1,935	-37%	-$64.6K	0.1%	70
2020 Q4	$134K	Sell	5,198 -1,130	-18%	-$25.6K	0.12%	65
2020 Q3	$125K	Buy	6,328 +2,816	+80%	+$70.2K	0.01%	386
2020 Q2	$102K	Buy	3,512 +2,016	+135%	+$59.9K	0.01%	461
2020 Q1	$36K	Buy	1,496 +200	+15%	+$7.47K	0.01%	606
2019 Q4	$65K	Buy	1,296 +175	+16%	+$9.28K	0.02%	521
2019 Q3	$61K	Sell	1,121 -309	-22%	-$15K	0.02%	436
2019 Q2	$67K	Buy	1,430 +661	+86%	+$29.5K	0.02%	378
2019 Q1	$38K	Buy	769 +241	+46%	+$12.8K	0.02%	186
2018 Q4	$27K	Buy	528 +295	+127%	+$18.1K	0.02%	211
2018 Q3	$16K	Buy	233 +69	+42%	+$4.87K	0.01%	263
2018 Q2	$11K	Buy	+164	New	+$10.9K	0.01%	320

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

CSat Investment Advisory's DINO Position: Q1 2021 in Review

CSat Investment Advisory reduced its HF Sinclair (DINO) stake by 37% in Q1 2021, selling an estimated $64.6K and leaving 3,263 shares worth $117K. The position accounts for 0.1% of the portfolio, ranked #70.

CSat Investment Advisory first reported a position in DINO in Q2 2018 and has held it in 12 quarters since. The position peaked at $134K in Q4 2020. 404 funds tracked by Wall St. Rank hold DINO as of Q1 2021.

CSat Investment Advisory held 3,263 shares of HF Sinclair worth $117K as of Q1 2021.
CSat Investment Advisory sold 1,935 HF Sinclair shares in Q1 2021, an estimated $64.6K.
HF Sinclair made up 0.1% of CSat Investment Advisory's portfolio in Q1 2021, its #70 holding.
CSat Investment Advisory first reported a position in HF Sinclair in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's HF Sinclair position peaked at $134K in Q4 2020.
404 funds tracked by Wall St. Rank held HF Sinclair as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.