Crumly & Associates’s NuStar Energy L.P. NS Stock Holding History

Crumly & Associates’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
2024 Q2	–	Sell	-12,385	Closed	-$288K	–	141
2024 Q1	$288K	Sell	12,385 -76	-0.6%	-$1.68K	0.08%	121
2023 Q4	$233K	Sell	12,461 -4,381	-26%	-$78.2K	0.07%	120
2023 Q3	$294K	Sell	16,842 -12,443	-42%	-$212K	0.12%	97
2023 Q2	$502K	Sell	29,285 -939	-3%	-$15.3K	0.2%	70
2023 Q1	$473K	Buy	30,224 +10,307	+52%	+$168K	0.21%	71
2022 Q4	$319K	Sell	19,917 -5,437	-21%	-$84.6K	0.12%	78
2022 Q3	$342K	Buy	25,354 +2,631	+12%	+$39.6K	0.14%	83
2022 Q2	$318K	Buy	22,723 +5,638	+33%	+$84.9K	0.13%	88
2022 Q1	$246K	Buy	17,085 +1,612	+10%	+$26K	0.09%	103
2021 Q4	$270K	Buy	+15,473	New	+$240K	0.11%	95

Other funds holding NS

SIA

Sovereign Investment Advisors Phoenix, Arizona $472M AUM 9.63% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Crumly & Associates's NS Position: Q2 2024 in Review

Crumly & Associates sold out of NuStar Energy L.P. (NS) in Q2 2024, closing a stake of 12,385 shares — an estimated $288K sold.

Crumly & Associates first reported a position in NS in Q4 2021 and held it in 10 quarters. The position peaked at $502K in Q2 2023. 3 funds tracked by Wall St. Rank hold NS as of Q2 2024.

Crumly & Associates reported no remaining NuStar Energy L.P. position as of Q2 2024 after selling out during the quarter.
Crumly & Associates sold 12,385 NuStar Energy L.P. shares in Q2 2024, an estimated $288K.
Crumly & Associates first reported a position in NuStar Energy L.P. in Q4 2021 and held it in 10 quarters.
Crumly & Associates's NuStar Energy L.P. position peaked at $502K in Q2 2023.
3 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q2 2024.

Based on Crumly & Associates's 13F filing for Q2 2024, filed 2 Aug 2024.