Kaizen Advisory’s HF Sinclair DINO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
$22K Sell
433
-66
-13% -$4.04K 0.02% 497
2018
Q3
$35K Hold
499
0.02% 411
2018
Q2
$34K Buy
+499
New +$33.2K 0.02% 409

Other funds holding DINO

Kaizen Advisory's DINO Position: Q4 2018 in Review

Kaizen Advisory reduced its HF Sinclair (DINO) stake by 13% in Q4 2018, selling an estimated $4.04K and leaving 433 shares worth $22K. The position accounts for 0.02% of the portfolio, ranked #497.

Kaizen Advisory first reported a position in DINO in Q2 2018 and has held it in 3 quarters since. The position peaked at $35K in Q3 2018. 546 funds tracked by Wall St. Rank hold DINO as of Q4 2018.

  • Kaizen Advisory held 433 shares of HF Sinclair worth $22K as of Q4 2018.
  • Kaizen Advisory sold 66 HF Sinclair shares in Q4 2018, an estimated $4.04K.
  • HF Sinclair made up 0.02% of Kaizen Advisory's portfolio in Q4 2018, its #497 holding.
  • Kaizen Advisory first reported a position in HF Sinclair in Q2 2018 and has held it in 3 quarters since.
  • Kaizen Advisory's HF Sinclair position peaked at $35K in Q3 2018.
  • 546 funds tracked by Wall St. Rank held HF Sinclair as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.