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Williams Jones Wealth Management’s HF Sinclair DINO Stock Holding History

Williams Jones Wealth Management’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
Q4 		– Sell
-4,987
Closed -$222K – 507
2024
Q3 		$222K Hold
4,987
– – ﹤0.01% 475
2024
Q2 		$266K Hold
4,987
– – ﹤0.01% 436
2024
Q1 		$301K Hold
4,987
– – ﹤0.01% 431
2023
Q4 		$277K Buy
+4,987
New +$272K ﹤0.01% 433
2020
Q3 		– Sell
-50,000
Closed -$1.46M – 445
2020
Q2 		$1.46M Buy
+50,000
New +$1.49M 0.03% 174
2019
Q4 		– Sell
-4,000
Closed -$215K – 451
2019
Q3 		$215K Buy
+4,000
New +$194K ﹤0.01% 388

Other funds holding DINO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TH
TCTC Holdings Dallas, Texas $3.81B AUM 32.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Williams Jones Wealth Management's DINO Position: Q4 2024 in Review

Williams Jones Wealth Management sold out of HF Sinclair (DINO) in Q4 2024, closing a stake of 4,987 shares — an estimated $222K sold.

Williams Jones Wealth Management first reported a position in DINO in Q3 2019 and held it in 6 quarters. The position peaked at $1.46M in Q2 2020. 546 funds tracked by Wall St. Rank hold DINO as of Q4 2024.

  • Williams Jones Wealth Management reported no remaining HF Sinclair position as of Q4 2024 after selling out during the quarter.
  • Williams Jones Wealth Management sold 4,987 HF Sinclair shares in Q4 2024, an estimated $222K.
  • Williams Jones Wealth Management first reported a position in HF Sinclair in Q3 2019 and held it in 6 quarters.
  • Williams Jones Wealth Management's HF Sinclair position peaked at $1.46M in Q2 2020.
  • 546 funds tracked by Wall St. Rank held HF Sinclair as of Q4 2024.

Based on Williams Jones Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.