Polaris Wealth Advisory Group’s HF Sinclair DINO Stock Holding History

Polaris Wealth Advisory 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
2020 Q1	–	Sell	-450,561	Closed	-$21.1M	–	137
2019 Q4	$21.1M	Buy	+450,561	New	+$23.9M	1.41%	35
2019 Q2	–	Sell	-18,578	Closed	-$913K	–	152
2019 Q1	$913K	Buy	18,578 +12,118	+188%	+$645K	0.07%	109
2018 Q4	$330K	Buy	+6,460	New	+$396K	0.03%	120

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Polaris Wealth Advisory Group's DINO Position: Q1 2020 in Review

Polaris Wealth Advisory Group sold out of HF Sinclair (DINO) in Q1 2020, closing a stake of 450,561 shares — an estimated $21.1M sold.

Polaris Wealth Advisory Group first reported a position in DINO in Q4 2018 and held it in 3 quarters. The position peaked at $21.1M in Q4 2019. 436 funds tracked by Wall St. Rank hold DINO as of Q1 2020.

Polaris Wealth Advisory Group reported no remaining HF Sinclair position as of Q1 2020 after selling out during the quarter.
Polaris Wealth Advisory Group sold 450,561 HF Sinclair shares in Q1 2020, an estimated $21.1M.
Polaris Wealth Advisory Group first reported a position in HF Sinclair in Q4 2018 and held it in 3 quarters.
Polaris Wealth Advisory Group's HF Sinclair position peaked at $21.1M in Q4 2019.
436 funds tracked by Wall St. Rank held HF Sinclair as of Q1 2020.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2020, filed 9 Apr 2020.