Financial Gravity Asset Management’s HF Sinclair DINO Stock Holding History

Financial Gravity Asset 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
2019 Q4	$51K	Sell	1 -6	-86%	-$318	0.04%	634
2019 Q3	$0	Sell	7 -1	-13%	-$48	﹤0.01%	1264
2019 Q2	$0	Sell	8 -7	-47%	-$313	﹤0.01%	1315
2019 Q1	$1K	Buy	+15	New	+$798	﹤0.01%	1073
2018 Q3	$65K	Buy	1,043 +760	+269%	+$53.6K	0.07%	268
2018 Q2	$20K	Buy	283 +191	+208%	+$12.7K	0.02%	469
2018 Q1	$6K	Buy	+92	New	+$4.38K	0.01%	668

Other funds holding DINO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TCTC Holdings Dallas, Texas $3.81B AUM 32.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Financial Gravity Asset Management's DINO Position: Q4 2019 in Review

Financial Gravity Asset Management reduced its HF Sinclair (DINO) stake by 86% in Q4 2019, selling an estimated $318 and leaving 1 share worth $51K. The position accounts for 0.04% of the portfolio, ranked #634.

Financial Gravity Asset Management first reported a position in DINO in Q1 2018 and has held it in 7 quarters since. The position peaked at $65K in Q3 2018. 516 funds tracked by Wall St. Rank hold DINO as of Q4 2019.

Financial Gravity Asset Management held 1 share of HF Sinclair worth $51K as of Q4 2019.
Financial Gravity Asset Management sold 6 HF Sinclair shares in Q4 2019, an estimated $318.
HF Sinclair made up 0.04% of Financial Gravity Asset Management's portfolio in Q4 2019, its #634 holding.
Financial Gravity Asset Management first reported a position in HF Sinclair in Q1 2018 and has held it in 7 quarters since.
Financial Gravity Asset Management's HF Sinclair position peaked at $65K in Q3 2018.
516 funds tracked by Wall St. Rank held HF Sinclair as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.