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

Herold 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
2022 Q2	–	Sell	-1,000	Closed	-$17.7K	–	713
2022 Q1	$17.7K	Buy	+1,000	New	+$17.7K	0.01%	527
2021 Q4	–	Sell	-1,000	Closed	-$18K	–	689
2021 Q3	$18K	Buy	+1,000	New	+$19.5K	0.01%	536

Other funds holding HEP

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Herold Advisors's HEP Position: Q2 2022 in Review

Herold Advisors sold out of Holly Energy Partners, L.P. (HEP) in Q2 2022, closing a stake of 1,000 shares — an estimated $17.7K sold.

Herold Advisors first reported a position in HEP in Q3 2021 and held it in 2 quarters. The position peaked at $18K in Q3 2021. 93 funds tracked by Wall St. Rank hold HEP as of Q2 2022.

Herold Advisors reported no remaining Holly Energy Partners, L.P. position as of Q2 2022 after selling out during the quarter.
Herold Advisors sold 1,000 Holly Energy Partners, L.P. shares in Q2 2022, an estimated $17.7K.
Herold Advisors first reported a position in Holly Energy Partners, L.P. in Q3 2021 and held it in 2 quarters.
Herold Advisors's Holly Energy Partners, L.P. position peaked at $18K in Q3 2021.
93 funds tracked by Wall St. Rank held Holly Energy Partners, L.P. as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.