JP Morgan Private Wealth Advisors’s HF Sinclair DINO Stock Holding History

JP Morgan Private Wealth Advisors’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 Q3	$1.26M	Buy	22,059 +1,845	+9%	+$100K	﹤0.01%	897
2023 Q2	$902K	Buy	20,214 +5	+0%	+$218	﹤0.01%	798
2023 Q1	$978K	Sell	20,209 -1,073	-5%	-$55.8K	﹤0.01%	1174
2022 Q4	$1.1M	Buy	21,282 +1,469	+7%	+$84.5K	﹤0.01%	1098
2022 Q3	$1.07M	Sell	19,813 -3,163	-14%	-$156K	﹤0.01%	1100
2022 Q2	$1.04M	Buy	22,976 +1,254	+6%	+$56.2K	﹤0.01%	1134
2022 Q1	$866K	Buy	21,722 +6,240	+40%	+$219K	﹤0.01%	1284
2021 Q4	$507K	Buy	15,482 +3,568	+30%	+$120K	﹤0.01%	1550
2021 Q3	$395K	Buy	11,914 +1,671	+16%	+$50.8K	﹤0.01%	1595
2021 Q2	$337K	Sell	10,243 -183,982	-95%	-$6.4M	﹤0.01%	1636
2021 Q1	$6.95M	Buy	+194,225	New	+$6.49M	0.02%	437
2020 Q1	–	Sell	-7,891	Closed	-$400K	–	1444
2019 Q4	$400K	Buy	7,891 +139	+2%	+$7.37K	﹤0.01%	1127
2019 Q3	$416K	Buy	+7,752	New	+$376K	﹤0.01%	1059
2019 Q1	–	Sell	-4,401	Closed	-$225K	–	1474
2018 Q4	$225K	Buy	4,401 +835	+23%	+$51.2K	﹤0.01%	1291
2018 Q3	$250K	Buy	+3,566	New	+$252K	﹤0.01%	1387
2014 Q4	–	Sell	-6,280	Closed	-$274K	–	1099
2014 Q3	$274K	Buy	6,280 +1,155	+23%	+$53.9K	﹤0.01%	872
2014 Q2	$224K	Buy	+5,125	New	+$252K	﹤0.01%	789

Other funds holding DINO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

TCTC Holdings Dallas, Texas $3.81B AUM 32.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

JP Morgan Private Wealth Advisors's DINO Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors increased its HF Sinclair (DINO) stake by 9.1% in Q3 2023, buying an estimated $100K and bringing the position to 22,059 shares worth $1.26M. The position accounts for ﹤0.01% of the portfolio, ranked #897.

JP Morgan Private Wealth Advisors first reported a position in DINO in Q2 2014 and has held it in 17 quarters since. The position peaked at $6.95M in Q1 2021. 532 funds tracked by Wall St. Rank hold DINO as of Q3 2023.

JP Morgan Private Wealth Advisors held 22,059 shares of HF Sinclair worth $1.26M as of Q3 2023.
JP Morgan Private Wealth Advisors bought 1,845 HF Sinclair shares in Q3 2023, an estimated $100K.
HF Sinclair made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #897 holding.
JP Morgan Private Wealth Advisors first reported a position in HF Sinclair in Q2 2014 and has held it in 17 quarters since.
JP Morgan Private Wealth Advisors's HF Sinclair position peaked at $6.95M in Q1 2021.
532 funds tracked by Wall St. Rank held HF Sinclair as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.