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

HYA 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	$365K	Buy	22,783 +469	+2%	+$8.38K	0.14%	93
2022 Q1	$395K	Buy	22,314 +408	+2%	+$7.23K	0.14%	105
2021 Q4	$361K	Hold	21,906	–	–	0.13%	117
2021 Q3	$431K	Hold	21,906	–	–	0.17%	92
2021 Q2	$496K	Hold	21,906	–	–	0.21%	79
2021 Q1	$419K	Sell	21,906 -1,340	-6%	-$22.1K	0.2%	86
2020 Q4	$330K	Hold	23,246	–	–	0.18%	97
2020 Q3	$282K	Hold	23,246	–	–	0.17%	99
2020 Q2	$339K	Hold	23,246	–	–	0.22%	82
2020 Q1	$326K	Hold	23,246	–	–	0.27%	73
2019 Q4	$515K	Buy	+23,246	New	+$528K	0.33%	58

Other funds holding HEP

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 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

HYA Advisors's HEP Position: Q2 2022 in Review

HYA Advisors increased its Holly Energy Partners, L.P. (HEP) stake by 2.1% in Q2 2022, buying an estimated $8.38K and bringing the position to 22,783 shares worth $365K. The position accounts for 0.14% of the portfolio, ranked #93.

HYA Advisors first reported a position in HEP in Q4 2019 and has held it in 11 quarters since. The position peaked at $515K in Q4 2019. 93 funds tracked by Wall St. Rank hold HEP as of Q2 2022.

HYA Advisors held 22,783 shares of Holly Energy Partners, L.P. worth $365K as of Q2 2022.
HYA Advisors bought 469 Holly Energy Partners, L.P. shares in Q2 2022, an estimated $8.38K.
Holly Energy Partners, L.P. made up 0.14% of HYA Advisors's portfolio in Q2 2022, its #93 holding.
HYA Advisors first reported a position in Holly Energy Partners, L.P. in Q4 2019 and has held it in 11 quarters since.
HYA Advisors's Holly Energy Partners, L.P. position peaked at $515K in Q4 2019.
93 funds tracked by Wall St. Rank held Holly Energy Partners, L.P. as of Q2 2022.

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