HM Payson & Co’s Genesis Energy GEL Stock Holding History

HM Payson & Co’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
2022 Q2	–	Sell	-1,400	Closed	-$16K	–	1077
2022 Q1	$16K	Buy	+1,400	New	+$16.3K	﹤0.01%	778
2020 Q1	–	Sell	-250	Closed	-$5K	–	923
2019 Q4	$5K	Hold	250	–	–	﹤0.01%	859
2019 Q3	$5K	Hold	250	–	–	﹤0.01%	873
2019 Q2	$5K	Buy	+250	New	+$5.57K	﹤0.01%	873

Other funds holding GEL

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

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

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

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

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

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HM Payson & Co's GEL Position: Q2 2022 in Review

HM Payson & Co sold out of Genesis Energy (GEL) in Q2 2022, closing a stake of 1,400 shares — an estimated $16K sold.

HM Payson & Co first reported a position in GEL in Q2 2019 and held it in 4 quarters. The position peaked at $16K in Q1 2022. 112 funds tracked by Wall St. Rank hold GEL as of Q2 2022.

HM Payson & Co reported no remaining Genesis Energy position as of Q2 2022 after selling out during the quarter.
HM Payson & Co sold 1,400 Genesis Energy shares in Q2 2022, an estimated $16K.
HM Payson & Co first reported a position in Genesis Energy in Q2 2019 and held it in 4 quarters.
HM Payson & Co's Genesis Energy position peaked at $16K in Q1 2022.
112 funds tracked by Wall St. Rank held Genesis Energy as of Q2 2022.

Based on HM Payson & Co's 13F filing for Q2 2022, filed 15 Aug 2022.