Loring Wolcott & Coolidge Fiduciary Advisors’s HF Sinclair DINO Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
2020 Q1	–	Sell	-27	Closed	-$1K	–	664
2019 Q4	$1K	Hold	27	–	–	﹤0.01%	663
2019 Q3	$1K	Hold	27	–	–	﹤0.01%	661
2019 Q2	$1K	Hold	27	–	–	﹤0.01%	685
2019 Q1	$1K	Hold	27	–	–	﹤0.01%	672
2018 Q4	$1K	Hold	27	–	–	﹤0.01%	668
2018 Q3	$2K	Hold	27	–	–	﹤0.01%	600
2018 Q2	$2K	Hold	27	–	–	﹤0.01%	612
2018 Q1	$1K	Hold	27	–	–	﹤0.01%	692
2017 Q4	$1K	Hold	27	–	–	﹤0.01%	688
2017 Q3	$0	Buy	+27	New	+$812	﹤0.01%	811

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's DINO Position: Q1 2020 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of HF Sinclair (DINO) in Q1 2020, closing a stake of 27 shares — an estimated $1K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in DINO in Q3 2017 and held it in 10 quarters. The position peaked at $2K in Q3 2018. 437 funds tracked by Wall St. Rank hold DINO as of Q1 2020.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining HF Sinclair position as of Q1 2020 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 27 HF Sinclair shares in Q1 2020, an estimated $1K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in HF Sinclair in Q3 2017 and held it in 10 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's HF Sinclair position peaked at $2K in Q3 2018.
437 funds tracked by Wall St. Rank held HF Sinclair as of Q1 2020.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2020, filed 15 Apr 2020.