CI
NS

Cavalier Investments’s NuStar Energy L.P. NS Stock Holding History

Cavalier Investments’s Portfolio NS Stock Details NS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-32,737
Closed -$512K – 125
2023
Q1 		$512K Buy
32,737
+4,314
+15% +$70.3K 0.21% 55
2022
Q4 		$455K Buy
+28,423
New +$442K 0.16% 89

Other funds holding NS

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cavalier Investments's NS Position: Q2 2023 in Review

Cavalier Investments sold out of NuStar Energy L.P. (NS) in Q2 2023, closing a stake of 32,737 shares — an estimated $512K sold.

Cavalier Investments first reported a position in NS in Q4 2022 and held it in 2 quarters. The position peaked at $512K in Q1 2023. 132 funds tracked by Wall St. Rank hold NS as of Q2 2023.

  • Cavalier Investments reported no remaining NuStar Energy L.P. position as of Q2 2023 after selling out during the quarter.
  • Cavalier Investments sold 32,737 NuStar Energy L.P. shares in Q2 2023, an estimated $512K.
  • Cavalier Investments first reported a position in NuStar Energy L.P. in Q4 2022 and held it in 2 quarters.
  • Cavalier Investments's NuStar Energy L.P. position peaked at $512K in Q1 2023.
  • 132 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q2 2023.

Based on Cavalier Investments's 13F filing for Q2 2023, filed 11 Aug 2023.