Cornerstone Management’s Genesis Energy GEL Stock Holding History

Cornerstone Management’s Portfolio GEL Stock Details GEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,050	Closed	-$11.8K	–	123
2023 Q1	$11.8K	Hold	1,050	–	–	﹤0.01%	155
2022 Q4	$10.7K	Hold	1,050	–	–	﹤0.01%	157
2022 Q3	$9.66K	Hold	1,050	–	–	﹤0.01%	165
2022 Q2	$8.42K	Hold	1,050	–	–	﹤0.01%	175
2022 Q1	$12.3K	Hold	1,050	–	–	﹤0.01%	169
2021 Q4	$11.2K	Buy	+1,050	New	+$11.7K	﹤0.01%	150

Other funds holding GEL

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RR Advisors Dallas, Texas $346M AUM 31.14% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cornerstone Management's GEL Position: Q2 2023 in Review

Cornerstone Management sold out of Genesis Energy (GEL) in Q2 2023, closing a stake of 1,050 shares — an estimated $11.8K sold.

Cornerstone Management first reported a position in GEL in Q4 2021 and held it in 6 quarters. The position peaked at $12.3K in Q1 2022. 112 funds tracked by Wall St. Rank hold GEL as of Q2 2023.

Cornerstone Management reported no remaining Genesis Energy position as of Q2 2023 after selling out during the quarter.
Cornerstone Management sold 1,050 Genesis Energy shares in Q2 2023, an estimated $11.8K.
Cornerstone Management first reported a position in Genesis Energy in Q4 2021 and held it in 6 quarters.
Cornerstone Management's Genesis Energy position peaked at $12.3K in Q1 2022.
112 funds tracked by Wall St. Rank held Genesis Energy as of Q2 2023.

Based on Cornerstone Management's 13F filing for Q2 2023, filed 10 Aug 2023.