USA Financial Formulas’s HF Sinclair DINO Stock Holding History

USA Financial Formulas’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 Q2	–	Sell	-13	Closed	-$629	–	495
2023 Q1	$629	Buy	+13	New	+$676	﹤0.01%	337
2022 Q3	$200K	Buy	3,715 +726	+24%	+$35.9K	0.32%	52
2022 Q2	$135K	Buy	+2,989	New	+$134K	0.17%	81
2019 Q1	–	Sell	-5,019	Closed	-$351K	–	181
2018 Q4	$351K	Buy	5,019 +344	+7%	+$21.1K	0.09%	190
2018 Q3	$320K	Sell	4,675 -4,882	-51%	-$345K	0.08%	206
2018 Q2	$467K	Sell	9,557 -51	-0.5%	-$3.4K	0.11%	136
2018 Q1	$469K	Buy	+9,608	New	+$457K	0.11%	137

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

USA Financial Formulas's DINO Position: Q2 2023 in Review

USA Financial Formulas sold out of HF Sinclair (DINO) in Q2 2023, closing a stake of 13 shares — an estimated $629 sold.

USA Financial Formulas first reported a position in DINO in Q1 2018 and held it in 7 quarters. The position peaked at $469K in Q1 2018. 487 funds tracked by Wall St. Rank hold DINO as of Q2 2023.

USA Financial Formulas reported no remaining HF Sinclair position as of Q2 2023 after selling out during the quarter.
USA Financial Formulas sold 13 HF Sinclair shares in Q2 2023, an estimated $629.
USA Financial Formulas first reported a position in HF Sinclair in Q1 2018 and held it in 7 quarters.
USA Financial Formulas's HF Sinclair position peaked at $469K in Q1 2018.
487 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2023.

Based on USA Financial Formulas's 13F filing for Q2 2023, filed 27 Nov 2023.