AG
HEP

AlphaSimPlex Group’s Holly Energy Partners, L.P. HEP Stock Holding History

AlphaSimPlex Group’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
Q1 		– Sell
-84,867
Closed -$1.21M – 321
2020
Q4 		$1.21M Buy
84,867
+34,460
+68% +$447K 0.42% 73
2020
Q3 		$611K Buy
+50,407
New +$700K 0.28% 163

Other funds holding HEP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AlphaSimPlex Group's HEP Position: Q1 2021 in Review

AlphaSimPlex Group sold out of Holly Energy Partners, L.P. (HEP) in Q1 2021, closing a stake of 84,867 shares — an estimated $1.21M sold.

AlphaSimPlex Group first reported a position in HEP in Q3 2020 and held it in 2 quarters. The position peaked at $1.21M in Q4 2020. 95 funds tracked by Wall St. Rank hold HEP as of Q1 2021.

  • AlphaSimPlex Group reported no remaining Holly Energy Partners, L.P. position as of Q1 2021 after selling out during the quarter.
  • AlphaSimPlex Group sold 84,867 Holly Energy Partners, L.P. shares in Q1 2021, an estimated $1.21M.
  • AlphaSimPlex Group first reported a position in Holly Energy Partners, L.P. in Q3 2020 and held it in 2 quarters.
  • AlphaSimPlex Group's Holly Energy Partners, L.P. position peaked at $1.21M in Q4 2020.
  • 95 funds tracked by Wall St. Rank held Holly Energy Partners, L.P. as of Q1 2021.

Based on AlphaSimPlex Group's 13F filing for Q1 2021, filed 12 May 2021.