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	Sell	22 -702	-97%	-$21.3K	﹤0.01%	581
2021 Q2	$22K	Buy	724 +702	+3,191%	+$24.4K	﹤0.01%	539
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 $5.72T AUM 30.48% 1-Year Est. Return

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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

Millennium Management

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return