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MPS Loria Financial Planners’s HF Sinclair DINO Stock Holding History

MPS Loria Financial Planners’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
Q2 		– Sell
-26
Closed – – 228
2021
Q1 		$0 Hold
26
– – ﹤0.01% 581
2020
Q4 		$1K Buy
+26
New +$589 ﹤0.01% 524

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

MPS Loria Financial Planners's DINO Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of HF Sinclair (DINO) in Q2 2021, closing a stake of 26 shares.

MPS Loria Financial Planners first reported a position in DINO in Q4 2020 and held it in 2 quarters. The position peaked at $1K in Q4 2020. 409 funds tracked by Wall St. Rank hold DINO as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining HF Sinclair position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 26 HF Sinclair shares in Q2 2021.
  • MPS Loria Financial Planners first reported a position in HF Sinclair in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's HF Sinclair position peaked at $1K in Q4 2020.
  • 409 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.