LWM
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Liberty Wealth Management’s HF Sinclair DINO Stock Holding History

Liberty Wealth Management’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
2021
Q4 		– Sell
-36
Closed -$1K – 394
2021
Q3 		$1K Hold
36
– – ﹤0.01% 1102
2021
Q2 		$1K Hold
36
– – ﹤0.01% 979
2021
Q1 		$1K Hold
36
– – ﹤0.01% 857
2020
Q4 		$1K Hold
36
– – ﹤0.01% 854
2020
Q3 		$1K Sell
36
-67
-65% -$1.67K ﹤0.01% 795
2020
Q2 		$3K Hold
103
– – ﹤0.01% 689
2020
Q1 		$3K Sell
103
-657
-86% -$24.5K ﹤0.01% 665
2019
Q4 		$38K Buy
760
+659
+652% +$34.9K 0.03% 299
2019
Q3 		$5K Buy
101
+65
+181% +$3.15K ﹤0.01% 626
2019
Q2 		$2K Hold
36
– – ﹤0.01% 755
2019
Q1 		$1K Sell
36
-75
-68% -$3.99K ﹤0.01% 665
2018
Q4 		$5K Buy
+111
New +$6.8K ﹤0.01% 543

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return