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Steward Financial Group’s HF Sinclair DINO Stock Holding History

Steward Financial 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
2023
Q3 		$8K Buy
+145
New +$7.88K ﹤0.01% 435
2022
Q3 		– Sell
-49
Closed -$2K – 416
2022
Q2 		$2K Buy
+49
New +$2.19K ﹤0.01% 537

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Steward Financial Group's DINO Position: Q3 2023 in Review

Steward Financial Group opened a new position in HF Sinclair (DINO) in Q3 2023: 145 shares worth $8K. The stake represents ﹤0.01% of the portfolio and ranks #435 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in DINO as recently as Q2 2022.

Steward Financial Group first reported a position in DINO in Q2 2022 and has held it in 2 quarters since. 531 funds tracked by Wall St. Rank hold DINO as of Q3 2023.

  • Steward Financial Group held 145 shares of HF Sinclair worth $8K as of Q3 2023.
  • HF Sinclair was a new Steward Financial Group position in Q3 2023.
  • HF Sinclair made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #435 holding.
  • Steward Financial Group first reported a position in HF Sinclair in Q2 2022 and has held it in 2 quarters since.
  • 531 funds tracked by Wall St. Rank held HF Sinclair as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.