EPG Wealth Management’s HF Sinclair DINO Stock Holding History

EPG Wealth Management’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
2020 Q2	–	Sell	-620	Closed	-$15K	–	284
2020 Q1	$15K	Buy	620 +5	+0.8%	+$187	0.01%	428
2019 Q4	$31K	Buy	+615	New	+$32.6K	0.02%	287

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

EPG Wealth Management's DINO Position: Q2 2020 in Review

EPG Wealth Management sold out of HF Sinclair (DINO) in Q2 2020, closing a stake of 620 shares — an estimated $15K sold.

EPG Wealth Management first reported a position in DINO in Q4 2019 and held it in 2 quarters. The position peaked at $31K in Q4 2019. 427 funds tracked by Wall St. Rank hold DINO as of Q2 2020.

EPG Wealth Management reported no remaining HF Sinclair position as of Q2 2020 after selling out during the quarter.
EPG Wealth Management sold 620 HF Sinclair shares in Q2 2020, an estimated $15K.
EPG Wealth Management first reported a position in HF Sinclair in Q4 2019 and held it in 2 quarters.
EPG Wealth Management's HF Sinclair position peaked at $31K in Q4 2019.
427 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.