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Lee, Danner & Bass’s HF Sinclair DINO Stock Holding History

Lee, Danner & Bass’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
2025
Q1 		– Sell
-900
Closed -$31.5K – 333
2024
Q4 		$31.5K Buy
+900
New +$36.8K ﹤0.01% 402

Other funds holding DINO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TH
TCTC Holdings Dallas, Texas $3.51B AUM 30.71% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lee, Danner & Bass's DINO Position: Q1 2025 in Review

Lee, Danner & Bass sold out of HF Sinclair (DINO) in Q1 2025, closing a stake of 900 shares — an estimated $31.5K sold.

Lee, Danner & Bass first reported a position in DINO in Q4 2024 and held it in 1 quarter. The position peaked at $31.5K in Q4 2024. 506 funds tracked by Wall St. Rank hold DINO as of Q1 2025.

  • Lee, Danner & Bass reported no remaining HF Sinclair position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 900 HF Sinclair shares in Q1 2025, an estimated $31.5K.
  • Lee, Danner & Bass first reported a position in HF Sinclair in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's HF Sinclair position peaked at $31.5K in Q4 2024.
  • 506 funds tracked by Wall St. Rank held HF Sinclair as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.