Heritage Financial Services’s Dine Brands DIN Stock Holding History

Heritage Financial Services’s Portfolio DIN Stock Details DIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-240	Closed	-$15K	–	165
2022 Q2	$15K	Buy	+240	New	+$17.1K	0.01%	270

Other funds holding DIN

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

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

MSD Capital New York $87.3M AUM 21.75% 1-Year Est. Return

SCM

Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

ECM

Engine Capital Management New York $828M AUM 6.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Heritage Financial Services's DIN Position: Q3 2022 in Review

Heritage Financial Services sold out of Dine Brands (DIN) in Q3 2022, closing a stake of 240 shares — an estimated $15K sold.

Heritage Financial Services first reported a position in DIN in Q2 2022 and held it in 1 quarter. The position peaked at $15K in Q2 2022. 180 funds tracked by Wall St. Rank hold DIN as of Q3 2022.

Heritage Financial Services reported no remaining Dine Brands position as of Q3 2022 after selling out during the quarter.
Heritage Financial Services sold 240 Dine Brands shares in Q3 2022, an estimated $15K.
Heritage Financial Services first reported a position in Dine Brands in Q2 2022 and held it in 1 quarter.
Heritage Financial Services's Dine Brands position peaked at $15K in Q2 2022.
180 funds tracked by Wall St. Rank held Dine Brands as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.