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Squar Milner Financial Services’s HF Sinclair DINO Stock Holding History

Squar Milner Financial 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
2020
Q2 		– Sell
-50
Closed -$1K – 332
2020
Q1 		$1K Sell
50
-42
-46% -$1.57K ﹤0.01% 709
2019
Q4 		$4K Buy
+92
New +$4.88K ﹤0.01% 662
2019
Q2 		– Sell
-50
Closed -$2K – 818
2019
Q1 		$2K Hold
50
– – ﹤0.01% 767
2018
Q4 		$3K Hold
50
– – ﹤0.01% 638
2018
Q3 		$3K Hold
50
– – ﹤0.01% 679
2018
Q2 		$3K Buy
+50
New +$3.33K ﹤0.01% 774

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Squar Milner Financial Services's DINO Position: Q2 2020 in Review

Squar Milner Financial Services sold out of HF Sinclair (DINO) in Q2 2020, closing a stake of 50 shares — an estimated $1K sold.

Squar Milner Financial Services first reported a position in DINO in Q2 2018 and held it in 6 quarters. The position peaked at $4K in Q4 2019. 428 funds tracked by Wall St. Rank hold DINO as of Q2 2020.

  • Squar Milner Financial Services reported no remaining HF Sinclair position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 50 HF Sinclair shares in Q2 2020, an estimated $1K.
  • Squar Milner Financial Services first reported a position in HF Sinclair in Q2 2018 and held it in 6 quarters.
  • Squar Milner Financial Services's HF Sinclair position peaked at $4K in Q4 2019.
  • 428 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.