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Next Financial Group’s HF Sinclair DINO Stock Holding History

Next Financial Group’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 		$53K Sell
1,627
-367
-18% -$12.4K ﹤0.01% 1445
2021
Q3 		$66K Buy
1,994
+961
+93% +$29.2K 0.01% 1294
2021
Q2 		$34K Buy
1,033
+146
+16% +$5.08K ﹤0.01% 1548
2021
Q1 		$32K Sell
887
-12,148
-93% -$406K ﹤0.01% 1460
2020
Q4 		$337K Sell
13,035
-4,386
-25% -$99.3K 0.03% 521
2020
Q3 		$343K Buy
+17,421
New +$434K 0.04% 457
2020
Q2 		– Sell
-305
Closed -$7K – 893
2020
Q1 		$7K Sell
305
-7,425
-96% -$277K ﹤0.01% 1620
2019
Q4 		$392K Buy
7,730
+7,245
+1,494% +$384K 0.04% 428
2019
Q3 		$26K Sell
485
-814
-63% -$39.5K ﹤0.01% 1340
2019
Q2 		$60K Buy
1,299
+968
+292% +$43.2K 0.01% 1107
2019
Q1 		$16K Sell
331
-110
-25% -$5.86K ﹤0.01% 1010
2018
Q4 		$23K Buy
441
+168
+62% +$10.3K ﹤0.01% 1042
2018
Q3 		$19K Buy
+273
New +$19.3K 0.01% 803
2017
Q4 		– Sell
-368
Closed -$13K – 512
2017
Q3 		$13K Sell
368
-500
-58% -$15K ﹤0.01% 1108
2017
Q2 		$24K Hold
868
– – 0.01% 1006
2017
Q1 		$24K Sell
868
-73
-8% -$2.13K 0.01% 973
2016
Q4 		$31K Hold
941
– – 0.01% 1158
2016
Q3 		$23K Buy
941
+573
+156% +$14.4K ﹤0.01% 1291
2016
Q2 		$8K Sell
368
-100
-21% -$2.98K ﹤0.01% 1267
2016
Q1 		$16K Hold
468
– – 0.01% 1014
2015
Q4 		$18K Sell
468
-206
-31% -$9.75K 0.01% 959
2015
Q3 		$32K Sell
674
-38
-5% -$1.81K 0.01% 785
2015
Q2 		$30K Hold
712
– – 0.01% 843
2015
Q1 		$28K Sell
712
-100
-12% -$3.83K 0.01% 862
2014
Q4 		$30K Sell
812
-130
-14% -$5.42K 0.01% 827
2014
Q3 		$41K Buy
942
+508
+117% +$23.7K 0.01% 1050
2014
Q2 		$21K Buy
+434
New +$21.3K 0.01% 584

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

Next Financial Group's DINO Position: Q4 2021 in Review

Next Financial Group reduced its HF Sinclair (DINO) stake by 18% in Q4 2021, selling an estimated $12.4K and leaving 1,627 shares worth $53K. The position accounts for ﹤0.01% of the portfolio, ranked #1445.

Next Financial Group first reported a position in DINO in Q2 2014 and has held it in 27 quarters since. The position peaked at $392K in Q4 2019. 397 funds tracked by Wall St. Rank hold DINO as of Q4 2021.

  • Next Financial Group held 1,627 shares of HF Sinclair worth $53K as of Q4 2021.
  • Next Financial Group sold 367 HF Sinclair shares in Q4 2021, an estimated $12.4K.
  • HF Sinclair made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1445 holding.
  • Next Financial Group first reported a position in HF Sinclair in Q2 2014 and has held it in 27 quarters since.
  • Next Financial Group's HF Sinclair position peaked at $392K in Q4 2019.
  • 397 funds tracked by Wall St. Rank held HF Sinclair as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.