JGUA
DINO icon

John G. Ullman & Associates’s HF Sinclair DINO Stock Holding History

John G. Ullman & Associates’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
Q4 		– Sell
-6,000
Closed -$267K – 177
2024
Q3 		$267K Buy
6,000
+1,500
+33% +$71.6K 0.04% 162
2024
Q2 		$240K Buy
+4,500
New +$253K 0.04% 163

Other funds holding DINO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TH
TCTC Holdings Dallas, Texas $3.51B AUM 30.71% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

John G. Ullman & Associates's DINO Position: Q4 2024 in Review

John G. Ullman & Associates sold out of HF Sinclair (DINO) in Q4 2024, closing a stake of 6,000 shares — an estimated $267K sold.

John G. Ullman & Associates first reported a position in DINO in Q2 2024 and held it in 2 quarters. The position peaked at $267K in Q3 2024. 544 funds tracked by Wall St. Rank hold DINO as of Q4 2024.

  • John G. Ullman & Associates reported no remaining HF Sinclair position as of Q4 2024 after selling out during the quarter.
  • John G. Ullman & Associates sold 6,000 HF Sinclair shares in Q4 2024, an estimated $267K.
  • John G. Ullman & Associates first reported a position in HF Sinclair in Q2 2024 and held it in 2 quarters.
  • John G. Ullman & Associates's HF Sinclair position peaked at $267K in Q3 2024.
  • 544 funds tracked by Wall St. Rank held HF Sinclair as of Q4 2024.

Based on John G. Ullman & Associates's 13F filing for Q4 2024, filed 5 Feb 2025.