SGI
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Summit Global Investments’s HF Sinclair DINO Stock Holding History

Summit Global Investments’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
2024
Q1 		– Sell
-4,371
Closed -$243K – 521
2023
Q4 		$243K Buy
+4,371
New +$238K 0.02% 465
2023
Q2 		– Sell
-7,536
Closed -$365K – 556
2023
Q1 		$365K Buy
+7,536
New +$392K 0.03% 394
2021
Q3 		– Sell
-55,293
Closed -$1.82M – 490
2021
Q2 		$1.82M Buy
55,293
+4,203
+8% +$146K 0.11% 146
2021
Q1 		$1.83M Buy
+51,090
New +$1.71M 0.12% 135
2018
Q4 		– Sell
-47,907
Closed -$3.35M – 263
2018
Q3 		$3.35M Sell
47,907
-131
-0.3% -$9.24K 0.45% 64
2018
Q2 		$3.29M Buy
+48,038
New +$3.2M 0.5% 60

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit Global Investments's DINO Position: Q1 2024 in Review

Summit Global Investments sold out of HF Sinclair (DINO) in Q1 2024, closing a stake of 4,371 shares — an estimated $243K sold.

Summit Global Investments first reported a position in DINO in Q2 2018 and held it in 6 quarters. The position peaked at $3.35M in Q3 2018. 583 funds tracked by Wall St. Rank hold DINO as of Q1 2024.

  • Summit Global Investments reported no remaining HF Sinclair position as of Q1 2024 after selling out during the quarter.
  • Summit Global Investments sold 4,371 HF Sinclair shares in Q1 2024, an estimated $243K.
  • Summit Global Investments first reported a position in HF Sinclair in Q2 2018 and held it in 6 quarters.
  • Summit Global Investments's HF Sinclair position peaked at $3.35M in Q3 2018.
  • 583 funds tracked by Wall St. Rank held HF Sinclair as of Q1 2024.

Based on Summit Global Investments's 13F filing for Q1 2024, filed 29 Apr 2024.