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 $5.7T AUM 30.48% 1-Year Est. Return

Capital World Investors

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

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 Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return

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