Evercore Wealth Management’s HF Sinclair DINO Stock Holding History

Evercore 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
2018 Q1	–	Sell	-1,656	Closed	-$85K	–	455
2017 Q4	$85K	Hold	1,656	–	–	﹤0.01%	494
2017 Q3	$60K	Hold	1,656	–	–	﹤0.01%	551
2017 Q2	$45K	Buy	1,656 +1,590	+2,409%	+$42.4K	﹤0.01%	589
2017 Q1	$2K	Hold	66	–	–	﹤0.01%	944
2016 Q4	$2K	Buy	+66	New	+$1.83K	﹤0.01%	942
2015 Q2	–	Sell	-79	Closed	-$3K	–	1066
2015 Q1	$3K	Hold	79	–	–	﹤0.01%	945
2014 Q4	$3K	Hold	79	–	–	﹤0.01%	819
2014 Q3	$3K	Hold	79	–	–	﹤0.01%	898
2014 Q2	$3K	Buy	+79	New	+$3.88K	﹤0.01%	947
2013 Q4	–	Sell	-83	Closed	-$4K	–	874
2013 Q3	$4K	Buy	+83	New	+$3.61K	﹤0.01%	881

Other funds holding DINO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Norges Bank Oslo, Norway $935B AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Evercore Wealth Management's DINO Position: Q1 2018 in Review

Evercore Wealth Management sold out of HF Sinclair (DINO) in Q1 2018, closing a stake of 1,656 shares — an estimated $85K sold.

Evercore Wealth Management first reported a position in DINO in Q3 2013 and held it in 10 quarters. The position peaked at $85K in Q4 2017. 464 funds tracked by Wall St. Rank hold DINO as of Q1 2018.

Evercore Wealth Management reported no remaining HF Sinclair position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 1,656 HF Sinclair shares in Q1 2018, an estimated $85K.
Evercore Wealth Management first reported a position in HF Sinclair in Q3 2013 and held it in 10 quarters.
Evercore Wealth Management's HF Sinclair position peaked at $85K in Q4 2017.
464 funds tracked by Wall St. Rank held HF Sinclair as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.