KI
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Kula Investments’s HF Sinclair DINO Stock Holding History

Kula Investments’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
Q1 		$672K Buy
+13,882
New +$722K 0.17% 225

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
TH
TCTC Holdings Dallas, Texas $3.51B AUM 30.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kula Investments's DINO Position: Q1 2023 in Review

Kula Investments opened a new position in HF Sinclair (DINO) in Q1 2023: 13,882 shares worth $672K. The stake represents 0.17% of the portfolio and ranks #225 among its holdings.

508 funds tracked by Wall St. Rank hold DINO as of Q1 2023.

  • Kula Investments held 13,882 shares of HF Sinclair worth $672K as of Q1 2023.
  • HF Sinclair was a new Kula Investments position in Q1 2023.
  • HF Sinclair made up 0.17% of Kula Investments's portfolio in Q1 2023, its #225 holding.
  • 508 funds tracked by Wall St. Rank held HF Sinclair as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.