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Okabena Investment Services’s HF Sinclair DINO Stock Holding History

Okabena Investment Services’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
Q2 		– Sell
-37,685
Closed -$1.67M – 174
2023
Q1 		$1.67M Buy
37,685
+37,656
+129,848% +$1.96M 1.17% 29
2022
Q4 		$1.5K Buy
+29
New +$1.67K ﹤0.01% 202

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
TH
TCTC Holdings Dallas, Texas $3.51B AUM 30.71% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Okabena Investment Services's DINO Position: Q2 2023 in Review

Okabena Investment Services sold out of HF Sinclair (DINO) in Q2 2023, closing a stake of 37,685 shares — an estimated $1.67M sold.

Okabena Investment Services first reported a position in DINO in Q4 2022 and held it in 2 quarters. The position peaked at $1.67M in Q1 2023. 487 funds tracked by Wall St. Rank hold DINO as of Q2 2023.

  • Okabena Investment Services reported no remaining HF Sinclair position as of Q2 2023 after selling out during the quarter.
  • Okabena Investment Services sold 37,685 HF Sinclair shares in Q2 2023, an estimated $1.67M.
  • Okabena Investment Services first reported a position in HF Sinclair in Q4 2022 and held it in 2 quarters.
  • Okabena Investment Services's HF Sinclair position peaked at $1.67M in Q1 2023.
  • 487 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2023.

Based on Okabena Investment Services's 13F filing for Q2 2023, filed 14 Aug 2023.