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Westover Capital Advisors’s HF Sinclair DINO Stock Holding History

Westover Capital Advisors’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
2020
Q1 		– Sell
-4,605
Closed -$234K – 120
2019
Q4 		$234K Sell
4,605
-309
-6% -$16.4K 0.1% 125
2019
Q3 		$264K Sell
4,914
-531
-10% -$25.7K 0.12% 118
2019
Q2 		$252K Sell
5,445
-546
-9% -$24.4K 0.12% 112
2019
Q1 		$295K Sell
5,991
-148
-2% -$7.88K 0.15% 99
2018
Q4 		$314K Sell
6,139
-1,179
-16% -$72.2K 0.2% 85
2018
Q3 		$512K Sell
7,318
-8,816
-55% -$622K 0.26% 79
2018
Q2 		$1.1M Sell
16,134
-8,001
-33% -$533K 0.59% 53
2018
Q1 		$1.18M Sell
24,135
-3,522
-13% -$168K 0.64% 52
2017
Q4 		$1.42M Sell
27,657
-1,858
-6% -$78.5K 0.78% 48
2017
Q3 		$1.06M Buy
29,515
+7,688
+35% +$231K 0.63% 50
2017
Q2 		$600K Buy
+21,827
New +$583K 0.39% 62

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Westover Capital Advisors's DINO Position: Q1 2020 in Review

Westover Capital Advisors sold out of HF Sinclair (DINO) in Q1 2020, closing a stake of 4,605 shares — an estimated $234K sold.

Westover Capital Advisors first reported a position in DINO in Q2 2017 and held it in 11 quarters. The position peaked at $1.42M in Q4 2017. 436 funds tracked by Wall St. Rank hold DINO as of Q1 2020.

  • Westover Capital Advisors reported no remaining HF Sinclair position as of Q1 2020 after selling out during the quarter.
  • Westover Capital Advisors sold 4,605 HF Sinclair shares in Q1 2020, an estimated $234K.
  • Westover Capital Advisors first reported a position in HF Sinclair in Q2 2017 and held it in 11 quarters.
  • Westover Capital Advisors's HF Sinclair position peaked at $1.42M in Q4 2017.
  • 436 funds tracked by Wall St. Rank held HF Sinclair as of Q1 2020.

Based on Westover Capital Advisors's 13F filing for Q1 2020, filed 18 May 2020.