Reilly Financial Advisors’s HF Sinclair DINO Stock Holding History

Reilly 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 Q4	$23K	Hold	700	–	–	﹤0.01%	544
2021 Q3	$23K	Hold	700	–	–	﹤0.01%	499
2021 Q2	$23K	Hold	700	–	–	﹤0.01%	524
2021 Q1	$25K	Hold	700	–	–	﹤0.01%	495
2020 Q4	$18K	Buy	700 +100	+17%	+$2.27K	﹤0.01%	513
2020 Q3	$12K	Buy	600 +100	+20%	+$2.49K	﹤0.01%	536
2020 Q2	$15K	Hold	500	–	–	﹤0.01%	500
2020 Q1	$12K	Buy	500 +100	+25%	+$3.73K	﹤0.01%	520
2019 Q4	$20K	Hold	400	–	–	﹤0.01%	502
2019 Q3	$21K	Hold	400	–	–	﹤0.01%	492
2019 Q2	$19K	Buy	400 +100	+33%	+$4.47K	﹤0.01%	543
2019 Q1	$15K	Hold	300	–	–	﹤0.01%	589
2018 Q4	$15K	Buy	+300	New	+$18.4K	﹤0.01%	561
2018 Q2	–	Sell	-433	Closed	-$21K	–	996
2018 Q1	$21K	Hold	433	–	–	﹤0.01%	476
2017 Q4	$22K	Sell	433 -175	-29%	-$7.39K	﹤0.01%	487
2017 Q3	$22K	Buy	608 +108	+22%	+$3.25K	﹤0.01%	472
2017 Q2	$14K	Buy	+500	New	+$13.3K	﹤0.01%	579

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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

Reilly Financial Advisors's DINO Position: Q4 2021 in Review

Reilly Financial Advisors held its HF Sinclair (DINO) position steady in Q4 2021 at 700 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #544.

Reilly Financial Advisors first reported a position in DINO in Q2 2017 and has held it in 17 quarters since. The position peaked at $25K in Q1 2021. 398 funds tracked by Wall St. Rank hold DINO as of Q4 2021.

Reilly Financial Advisors held 700 shares of HF Sinclair worth $23K as of Q4 2021.
Reilly Financial Advisors left its HF Sinclair share count unchanged in Q4 2021.
HF Sinclair made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #544 holding.
Reilly Financial Advisors first reported a position in HF Sinclair in Q2 2017 and has held it in 17 quarters since.
Reilly Financial Advisors's HF Sinclair position peaked at $25K in Q1 2021.
398 funds tracked by Wall St. Rank held HF Sinclair as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.