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EP Wealth Advisors’s HF Sinclair DINO Stock Holding History

EP Wealth 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
2024
Q1 		– Sell
-5,141
Closed -$286K – 845
2023
Q4 		$286K Buy
+5,141
New +$280K ﹤0.01% 626
2022
Q3 		– Sell
-6,386
Closed -$288K – 408
2022
Q2 		$288K Buy
+6,386
New +$286K 0.01% 487
2021
Q4 		– Sell
-7,269
Closed -$241K – 551
2021
Q3 		$241K Buy
+7,269
New +$221K 0.01% 476

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EP Wealth Advisors's DINO Position: Q1 2024 in Review

EP Wealth Advisors sold out of HF Sinclair (DINO) in Q1 2024, closing a stake of 5,141 shares — an estimated $286K sold.

EP Wealth Advisors first reported a position in DINO in Q3 2021 and held it in 3 quarters. The position peaked at $288K in Q2 2022. 583 funds tracked by Wall St. Rank hold DINO as of Q1 2024.

  • EP Wealth Advisors reported no remaining HF Sinclair position as of Q1 2024 after selling out during the quarter.
  • EP Wealth Advisors sold 5,141 HF Sinclair shares in Q1 2024, an estimated $286K.
  • EP Wealth Advisors first reported a position in HF Sinclair in Q3 2021 and held it in 3 quarters.
  • EP Wealth Advisors's HF Sinclair position peaked at $288K in Q2 2022.
  • 583 funds tracked by Wall St. Rank held HF Sinclair as of Q1 2024.

Based on EP Wealth Advisors's 13F filing for Q1 2024, filed 14 May 2024.