1834 Investment Advisors’s Holly Energy Partners, L.P. HEP Stock Holding History

1834 Investment Advisors’s Portfolio HEP Stock Details HEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-10,900	Closed	-$200K	–	507
2021 Q3	$200K	Hold	10,900	–	–	0.02%	191
2021 Q2	$247K	Buy	10,900 +7,100	+187%	+$150K	0.03%	175
2021 Q1	$73K	Buy	+3,800	New	+$62.6K	0.01%	255
2020 Q2	–	Sell	-4,200	Closed	-$59K	–	473
2020 Q1	$59K	Hold	4,200	–	–	0.01%	243
2019 Q4	$93K	Sell	4,200 -1,400	-25%	-$31.8K	0.01%	242
2019 Q3	$142K	Hold	5,600	–	–	0.02%	218
2019 Q2	$154K	Hold	5,600	–	–	0.02%	209
2019 Q1	$151K	Hold	5,600	–	–	0.02%	210
2018 Q4	$160K	Hold	5,600	–	–	0.03%	198
2018 Q3	$176K	Buy	5,600 +2,500	+81%	+$76.1K	0.03%	202
2018 Q2	$88K	Hold	3,100	–	–	0.01%	237
2018 Q1	$85K	Sell	3,100 -200	-6%	-$6.09K	0.01%	234
2017 Q4	$107K	Buy	+3,300	New	+$110K	0.02%	231

Other funds holding HEP

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

1834 Investment Advisors's HEP Position: Q4 2021 in Review

1834 Investment Advisors sold out of Holly Energy Partners, L.P. (HEP) in Q4 2021, closing a stake of 10,900 shares — an estimated $200K sold.

1834 Investment Advisors first reported a position in HEP in Q4 2017 and held it in 13 quarters. The position peaked at $247K in Q2 2021. 91 funds tracked by Wall St. Rank hold HEP as of Q4 2021.

1834 Investment Advisors reported no remaining Holly Energy Partners, L.P. position as of Q4 2021 after selling out during the quarter.
1834 Investment Advisors sold 10,900 Holly Energy Partners, L.P. shares in Q4 2021, an estimated $200K.
1834 Investment Advisors first reported a position in Holly Energy Partners, L.P. in Q4 2017 and held it in 13 quarters.
1834 Investment Advisors's Holly Energy Partners, L.P. position peaked at $247K in Q2 2021.
91 funds tracked by Wall St. Rank held Holly Energy Partners, L.P. as of Q4 2021.

Based on 1834 Investment Advisors's 13F filing for Q4 2021, filed 16 Feb 2022.