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HM Payson & Co’s HF Sinclair DINO Stock Holding History

HM Payson & Co’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
2024
Q3 		– Sell
-437
Closed -$23.3K – 1129
2024
Q2 		$23.3K Hold
437
– – ﹤0.01% 731
2024
Q1 		$26.4K Hold
437
– – ﹤0.01% 700
2023
Q4 		$24.3K Buy
+437
New +$23.8K ﹤0.01% 705
2021
Q4 		– Sell
-23
Closed -$1K – 1092
2021
Q3 		$1K Hold
23
– – ﹤0.01% 1037
2021
Q2 		$1K Buy
+23
New +$800 ﹤0.01% 1038

Other funds holding DINO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TH
TCTC Holdings Dallas, Texas $3.81B AUM 32.17% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HM Payson & Co's DINO Position: Q3 2024 in Review

HM Payson & Co sold out of HF Sinclair (DINO) in Q3 2024, closing a stake of 437 shares — an estimated $23.3K sold.

HM Payson & Co first reported a position in DINO in Q2 2021 and held it in 5 quarters. The position peaked at $26.4K in Q1 2024. 535 funds tracked by Wall St. Rank hold DINO as of Q3 2024.

  • HM Payson & Co reported no remaining HF Sinclair position as of Q3 2024 after selling out during the quarter.
  • HM Payson & Co sold 437 HF Sinclair shares in Q3 2024, an estimated $23.3K.
  • HM Payson & Co first reported a position in HF Sinclair in Q2 2021 and held it in 5 quarters.
  • HM Payson & Co's HF Sinclair position peaked at $26.4K in Q1 2024.
  • 535 funds tracked by Wall St. Rank held HF Sinclair as of Q3 2024.

Based on HM Payson & Co's 13F filing for Q3 2024, filed 28 Oct 2024.