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Harvest Investment Services’s HF Sinclair DINO Stock Holding History

Harvest Investment Services’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
Q4 		– Sell
-8,071
Closed -$459K – 187
2023
Q3 		$459K Buy
+8,071
New +$439K 0.3% 86
2021
Q3 		– Sell
-7,915
Closed -$260K – 290
2021
Q2 		$260K Sell
7,915
-620
-7% -$21.6K 0.11% 238
2021
Q1 		$305K Buy
+8,535
New +$285K 0.14% 185

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harvest Investment Services's DINO Position: Q4 2023 in Review

Harvest Investment Services sold out of HF Sinclair (DINO) in Q4 2023, closing a stake of 8,071 shares — an estimated $459K sold.

Harvest Investment Services first reported a position in DINO in Q1 2021 and held it in 3 quarters. The position peaked at $459K in Q3 2023. 589 funds tracked by Wall St. Rank hold DINO as of Q4 2023.

  • Harvest Investment Services reported no remaining HF Sinclair position as of Q4 2023 after selling out during the quarter.
  • Harvest Investment Services sold 8,071 HF Sinclair shares in Q4 2023, an estimated $459K.
  • Harvest Investment Services first reported a position in HF Sinclair in Q1 2021 and held it in 3 quarters.
  • Harvest Investment Services's HF Sinclair position peaked at $459K in Q3 2023.
  • 589 funds tracked by Wall St. Rank held HF Sinclair as of Q4 2023.

Based on Harvest Investment Services's 13F filing for Q4 2023, filed 12 Feb 2024.