Veritable’s HF Sinclair DINO Stock Holding History

Veritable’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	–	Sell	-6,419	Closed	-$286K	–	216
2023 Q2	$286K	Sell	6,419 -706	-10%	-$30.8K	﹤0.01%	717
2023 Q1	$345K	Sell	7,125 -120	-2%	-$6.24K	0.01%	642
2022 Q4	$376K	Buy	7,245 +600	+9%	+$34.5K	0.01%	604
2022 Q3	$358K	Buy	6,645 +150	+2%	+$7.42K	0.01%	579
2022 Q2	$293K	Buy	6,495 +266	+4%	+$11.9K	0.01%	690
2022 Q1	$248K	Sell	6,229 -1,292	-17%	-$45.4K	﹤0.01%	782
2021 Q4	$247K	Buy	7,521 +1,089	+17%	+$36.7K	﹤0.01%	797
2021 Q3	$213K	Sell	6,432 -322	-5%	-$9.79K	﹤0.01%	822
2021 Q2	$222K	Buy	+6,754	New	+$235K	﹤0.01%	806
2018 Q3	–	Sell	-3,815	Closed	-$261K	–	832
2018 Q2	$261K	Sell	3,815 -490	-11%	-$32.6K	0.01%	687
2018 Q1	$210K	Hold	4,305	–	–	﹤0.01%	743
2017 Q4	$221K	Buy	+4,305	New	+$182K	﹤0.01%	734
2015 Q2	–	Sell	-5,062	Closed	-$204K	–	778
2015 Q1	$204K	Buy	+5,062	New	+$194K	﹤0.01%	881
2014 Q3	–	Sell	-4,636	Closed	-$203K	–	961
2014 Q2	$203K	Buy	+4,636	New	+$228K	﹤0.01%	892

Other funds holding DINO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

TCTC Holdings Dallas, Texas $3.81B AUM 32.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Veritable's DINO Position: Q3 2023 in Review

Veritable sold out of HF Sinclair (DINO) in Q3 2023, closing a stake of 6,419 shares — an estimated $286K sold.

Veritable first reported a position in DINO in Q2 2014 and held it in 14 quarters. The position peaked at $376K in Q4 2022. 532 funds tracked by Wall St. Rank hold DINO as of Q3 2023.

Veritable reported no remaining HF Sinclair position as of Q3 2023 after selling out during the quarter.
Veritable sold 6,419 HF Sinclair shares in Q3 2023, an estimated $286K.
Veritable first reported a position in HF Sinclair in Q2 2014 and held it in 14 quarters.
Veritable's HF Sinclair position peaked at $376K in Q4 2022.
532 funds tracked by Wall St. Rank held HF Sinclair as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.