GRP
HEP

Global Retirement Partners’s Holly Energy Partners, L.P. HEP Stock Holding History

Global Retirement Partners’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
Q3 		– Sell
-713
Closed -$13.2K – 3359
2023
Q2 		$13.2K Buy
713
+15
+2% +$260 ﹤0.01% 1859
2023
Q1 		$11.1K Buy
698
+13
+2% +$239 ﹤0.01% 1882
2022
Q4 		$12.4K Buy
+685
New +$12.5K ﹤0.01% 1695

Other funds holding HEP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Global Retirement Partners's HEP Position: Q3 2023 in Review

Global Retirement Partners sold out of Holly Energy Partners, L.P. (HEP) in Q3 2023, closing a stake of 713 shares — an estimated $13.2K sold.

Global Retirement Partners first reported a position in HEP in Q4 2022 and held it in 3 quarters. The position peaked at $13.2K in Q2 2023. 87 funds tracked by Wall St. Rank hold HEP as of Q3 2023.

  • Global Retirement Partners reported no remaining Holly Energy Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Global Retirement Partners sold 713 Holly Energy Partners, L.P. shares in Q3 2023, an estimated $13.2K.
  • Global Retirement Partners first reported a position in Holly Energy Partners, L.P. in Q4 2022 and held it in 3 quarters.
  • Global Retirement Partners's Holly Energy Partners, L.P. position peaked at $13.2K in Q2 2023.
  • 87 funds tracked by Wall St. Rank held Holly Energy Partners, L.P. as of Q3 2023.

Based on Global Retirement Partners's 13F filing for Q3 2023, filed 13 Oct 2023.