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Kiwi Wealth Investments Limited Partnership’s HF Sinclair DINO Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
2019
Q4 		– Sell
-6,907
Closed -$370K – 187
2019
Q3 		$370K Sell
6,907
-19,962
-74% -$968K 0.03% 179
2019
Q2 		$1.24M Buy
+26,869
New +$1.2M 0.11% 159
2019
Q1 		– Sell
-11,438
Closed -$585K – 178
2018
Q4 		$585K Sell
11,438
-7,529
-40% -$461K 0.06% 166
2018
Q3 		$1.33M Buy
18,967
+2,942
+18% +$208K 0.12% 156
2018
Q2 		$1.1M Buy
+16,025
New +$1.07M 0.1% 157

Other funds holding DINO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's DINO Position: Q4 2019 in Review

Kiwi Wealth Investments Limited Partnership sold out of HF Sinclair (DINO) in Q4 2019, closing a stake of 6,907 shares — an estimated $370K sold.

Kiwi Wealth Investments Limited Partnership first reported a position in DINO in Q2 2018 and held it in 5 quarters. The position peaked at $1.33M in Q3 2018. 516 funds tracked by Wall St. Rank hold DINO as of Q4 2019.

  • Kiwi Wealth Investments Limited Partnership reported no remaining HF Sinclair position as of Q4 2019 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 6,907 HF Sinclair shares in Q4 2019, an estimated $370K.
  • Kiwi Wealth Investments Limited Partnership first reported a position in HF Sinclair in Q2 2018 and held it in 5 quarters.
  • Kiwi Wealth Investments Limited Partnership's HF Sinclair position peaked at $1.33M in Q3 2018.
  • 516 funds tracked by Wall St. Rank held HF Sinclair as of Q4 2019.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q4 2019, filed 12 Feb 2020.