M&R Capital Management’s HF Sinclair DINO Stock Holding History

M&R Capital 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
2023 Q1	–	Sell	-36	Closed	-$1.87K	–	615
2022 Q4	$1.87K	Sell	36 -60	-63%	-$3.45K	﹤0.01%	489
2022 Q3	$5K	Hold	96	–	–	﹤0.01%	376
2022 Q2	$4K	Hold	96	–	–	﹤0.01%	384
2022 Q1	$3K	Hold	96	–	–	﹤0.01%	396
2021 Q4	$3K	Hold	96	–	–	﹤0.01%	382
2021 Q3	$3K	Hold	96	–	–	﹤0.01%	386
2021 Q2	$3K	Hold	96	–	–	﹤0.01%	389
2021 Q1	$3K	Hold	96	–	–	﹤0.01%	380
2020 Q4	$2K	Hold	96	–	–	﹤0.01%	412
2020 Q3	$1K	Hold	96	–	–	﹤0.01%	441
2020 Q2	$2K	Hold	96	–	–	﹤0.01%	435
2020 Q1	$2K	Hold	96	–	–	﹤0.01%	434
2019 Q4	$4K	Hold	96	–	–	﹤0.01%	430
2019 Q3	$5K	Hold	96	–	–	﹤0.01%	433
2019 Q2	$4K	Hold	96	–	–	﹤0.01%	453
2019 Q1	$4K	Hold	96	–	–	﹤0.01%	453
2018 Q4	$4K	Hold	96	–	–	﹤0.01%	456
2018 Q3	$6K	Hold	96	–	–	﹤0.01%	459
2018 Q2	$6K	Hold	96	–	–	﹤0.01%	451
2018 Q1	$4K	Hold	96	–	–	﹤0.01%	479
2017 Q4	$4K	Hold	96	–	–	﹤0.01%	491
2017 Q3	$3K	Hold	96	–	–	﹤0.01%	506
2017 Q2	$2K	Hold	96	–	–	﹤0.01%	520
2017 Q1	$2K	Hold	96	–	–	﹤0.01%	525
2016 Q4	$3K	Hold	96	–	–	﹤0.01%	497
2016 Q3	$2K	Hold	96	–	–	﹤0.01%	508
2016 Q2	$2K	Buy	+96	New	+$2.86K	﹤0.01%	491

Other funds holding DINO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

TCTC Holdings Dallas, Texas $3.81B AUM 32.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

M&R Capital Management's DINO Position: Q1 2023 in Review

M&R Capital Management sold out of HF Sinclair (DINO) in Q1 2023, closing a stake of 36 shares — an estimated $1.87K sold.

M&R Capital Management first reported a position in DINO in Q2 2016 and held it in 27 quarters. The position peaked at $6K in Q3 2018. 509 funds tracked by Wall St. Rank hold DINO as of Q1 2023.

M&R Capital Management reported no remaining HF Sinclair position as of Q1 2023 after selling out during the quarter.
M&R Capital Management sold 36 HF Sinclair shares in Q1 2023, an estimated $1.87K.
M&R Capital Management first reported a position in HF Sinclair in Q2 2016 and held it in 27 quarters.
M&R Capital Management's HF Sinclair position peaked at $6K in Q3 2018.
509 funds tracked by Wall St. Rank held HF Sinclair as of Q1 2023.

Based on M&R Capital Management's 13F filing for Q1 2023, filed 3 Apr 2023.