Plante Moran Financial Advisors’s HF Sinclair DINO Stock Holding History

Plante Moran Financial 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
2021 Q2	–	Sell	-86	Closed	-$3K	–	973
2021 Q1	$3K	Buy	+86	New	+$2.87K	﹤0.01%	851
2016 Q1	–	Sell	-493	Closed	-$20K	–	888
2015 Q4	$20K	Buy	+493	New	+$23.3K	0.02%	448
2014 Q1	–	Sell	-979	Closed	-$49K	–	639
2013 Q4	$49K	Hold	979	–	–	0.03%	241
2013 Q3	$41K	Hold	979	–	–	0.03%	210
2013 Q2	$42K	Buy	+979	New	+$46.7K	0.03%	177

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Plante Moran Financial Advisors's DINO Position: Q2 2021 in Review

Plante Moran Financial Advisors sold out of HF Sinclair (DINO) in Q2 2021, closing a stake of 86 shares — an estimated $3K sold.

Plante Moran Financial Advisors first reported a position in DINO in Q2 2013 and held it in 5 quarters. The position peaked at $49K in Q4 2013. 409 funds tracked by Wall St. Rank hold DINO as of Q2 2021.

Plante Moran Financial Advisors reported no remaining HF Sinclair position as of Q2 2021 after selling out during the quarter.
Plante Moran Financial Advisors sold 86 HF Sinclair shares in Q2 2021, an estimated $3K.
Plante Moran Financial Advisors first reported a position in HF Sinclair in Q2 2013 and held it in 5 quarters.
Plante Moran Financial Advisors's HF Sinclair position peaked at $49K in Q4 2013.
409 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.