AIA
HEP

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

Arrow 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
2023
Q2 		– Sell
-10,744
Closed -$187K – 89
2023
Q1 		$187K Buy
10,744
+30
+0.3% +$552 0.14% 56
2022
Q4 		$194K Sell
10,714
-1,585
-13% -$29K 0.14% 57
2022
Q3 		$202K Sell
12,299
-1,415
-10% -$24.5K 0.16% 52
2022
Q2 		$220K Buy
+13,714
New +$245K 0.18% 45

Other funds holding HEP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Mirae Asset Global Investments
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
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Arrow Investment Advisors's HEP Position: Q2 2023 in Review

Arrow Investment Advisors sold out of Holly Energy Partners, L.P. (HEP) in Q2 2023, closing a stake of 10,744 shares — an estimated $187K sold.

Arrow Investment Advisors first reported a position in HEP in Q2 2022 and held it in 4 quarters. The position peaked at $220K in Q2 2022. 80 funds tracked by Wall St. Rank hold HEP as of Q2 2023.

  • Arrow Investment Advisors reported no remaining Holly Energy Partners, L.P. position as of Q2 2023 after selling out during the quarter.
  • Arrow Investment Advisors sold 10,744 Holly Energy Partners, L.P. shares in Q2 2023, an estimated $187K.
  • Arrow Investment Advisors first reported a position in Holly Energy Partners, L.P. in Q2 2022 and held it in 4 quarters.
  • Arrow Investment Advisors's Holly Energy Partners, L.P. position peaked at $220K in Q2 2022.
  • 80 funds tracked by Wall St. Rank held Holly Energy Partners, L.P. as of Q2 2023.

Based on Arrow Investment Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.