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
2023 Q3	–	Sell	-45	Closed	-$1.2K	–	1384
2023 Q2	$1.2K	Buy	+45	New	+$1.96K	﹤0.01%	767
2021 Q1	–	Hold	0	–	–	–	693
2020 Q1	–	Sell	-1	Closed	-$51K	–	1171
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 $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Financial Gravity Asset Management's DINO Position: Q3 2023 in Review

Financial Gravity Asset Management sold out of HF Sinclair (DINO) in Q3 2023, closing a stake of 45 shares — an estimated $1.2K sold.

Financial Gravity Asset Management first reported a position in DINO in Q1 2018 and held it in 8 quarters. The position peaked at $65K in Q3 2018. 531 funds tracked by Wall St. Rank hold DINO as of Q3 2023.

Financial Gravity Asset Management reported no remaining HF Sinclair position as of Q3 2023 after selling out during the quarter.
Financial Gravity Asset Management sold 45 HF Sinclair shares in Q3 2023, an estimated $1.2K.
Financial Gravity Asset Management first reported a position in HF Sinclair in Q1 2018 and held it in 8 quarters.
Financial Gravity Asset Management's HF Sinclair position peaked at $65K in Q3 2018.
531 funds tracked by Wall St. Rank held HF Sinclair as of Q3 2023.

Based on Financial Gravity Asset Management's 13F filing for Q3 2023, filed 16 Nov 2023.