Homrich & Berg’s HF Sinclair DINO Stock Holding History

Homrich & Berg’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
2021 Q3	$265K	Buy	7,985 +1,776	+29%	+$54K	0.01%	381
2021 Q2	$204K	Buy	+6,209	New	+$216K	﹤0.01%	468

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

TCTC Holdings Dallas, Texas $3.51B AUM 30.71% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Homrich & Berg's DINO Position: Q3 2021 in Review

Homrich & Berg increased its HF Sinclair (DINO) stake by 29% in Q3 2021, buying an estimated $54K and bringing the position to 7,985 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #381.

Homrich & Berg first reported a position in DINO in Q2 2021 and has held it in 2 quarters since. 382 funds tracked by Wall St. Rank hold DINO as of Q3 2021.

Homrich & Berg held 7,985 shares of HF Sinclair worth $265K as of Q3 2021.
Homrich & Berg bought 1,776 HF Sinclair shares in Q3 2021, an estimated $54K.
HF Sinclair made up 0.01% of Homrich & Berg's portfolio in Q3 2021, its #381 holding.
Homrich & Berg first reported a position in HF Sinclair in Q2 2021 and has held it in 2 quarters since.
382 funds tracked by Wall St. Rank held HF Sinclair as of Q3 2021.

Based on Homrich & Berg's 13F filing for Q3 2021, filed 8 Dec 2021.