Kelly Financial Services’s HF Sinclair DINO Stock Holding History

Kelly Financial Services’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	-22	Closed	-$1.17K	–	258
2024 Q2	$1.17K	Hold	22	–	–	﹤0.01%	640
2024 Q1	$1.33K	Hold	22	–	–	﹤0.01%	647
2023 Q4	$1.22K	Hold	22	–	–	﹤0.01%	637
2023 Q3	$1.25K	Hold	22	–	–	﹤0.01%	598
2023 Q2	$981	Hold	22	–	–	﹤0.01%	608
2023 Q1	$1.06K	Hold	22	–	–	﹤0.01%	587
2022 Q4	$1.14K	Hold	22	–	–	﹤0.01%	558
2022 Q3	$1.18K	Hold	22	–	–	﹤0.01%	554
2022 Q2	$994	Hold	22	–	–	﹤0.01%	559
2022 Q1	$877	Hold	22	–	–	﹤0.01%	579
2021 Q4	$721	Hold	22	–	–	﹤0.01%	601
2021 Q3	$729	Hold	22	–	–	﹤0.01%	581
2021 Q2	$724	Hold	22	–	–	﹤0.01%	572
2021 Q1	$787	Hold	22	–	–	﹤0.01%	563
2020 Q4	$569	Hold	22	–	–	﹤0.01%	537
2020 Q3	$434	Hold	22	–	–	﹤0.01%	521
2020 Q2	$642	Hold	22	–	–	﹤0.01%	525
2020 Q1	$539	Hold	22	–	–	﹤0.01%	499
2019 Q4	$1.12K	Hold	22	–	–	﹤0.01%	471
2019 Q3	$1.18K	Hold	22	–	–	﹤0.01%	447
2019 Q2	$1.02K	Buy	+22	New	+$983	﹤0.01%	420

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

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

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kelly Financial Services's DINO Position: Q3 2024 in Review

Kelly Financial Services sold out of HF Sinclair (DINO) in Q3 2024, closing a stake of 22 shares — an estimated $1.17K sold.

Kelly Financial Services first reported a position in DINO in Q2 2019 and held it in 21 quarters. The position peaked at $1.33K in Q1 2024. 535 funds tracked by Wall St. Rank hold DINO as of Q3 2024.

Kelly Financial Services reported no remaining HF Sinclair position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 22 HF Sinclair shares in Q3 2024, an estimated $1.17K.
Kelly Financial Services first reported a position in HF Sinclair in Q2 2019 and held it in 21 quarters.
Kelly Financial Services's HF Sinclair position peaked at $1.33K in Q1 2024.
535 funds tracked by Wall St. Rank held HF Sinclair as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.