Inspire Investing’s Holly Energy Partners, L.P. HEP Stock Holding History

Inspire Investing’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
2021 Q3	–	Sell	-9,372	Closed	-$212K	–	959
2021 Q2	$212K	Buy	+9,372	New	+$198K	0.03%	578
2021 Q1	–	Sell	-22,196	Closed	-$315K	–	744
2020 Q4	$315K	Buy	+22,196	New	+$288K	0.07%	421
2020 Q3	–	Sell	-13,888	Closed	-$203K	–	592
2020 Q2	$203K	Sell	13,888 -5,877	-30%	-$86.2K	0.07%	453
2020 Q1	$277K	Buy	+19,765	New	+$396K	0.11%	236
2018 Q1	–	Sell	-1,679	Closed	-$55K	–	757
2017 Q4	$55K	Buy	+1,679	New	+$55.9K	0.05%	645

Other funds holding HEP

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

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

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

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

Inspire Investing's HEP Position: Q3 2021 in Review

Inspire Investing sold out of Holly Energy Partners, L.P. (HEP) in Q3 2021, closing a stake of 9,372 shares — an estimated $212K sold.

Inspire Investing first reported a position in HEP in Q4 2017 and held it in 5 quarters. The position peaked at $315K in Q4 2020. 94 funds tracked by Wall St. Rank hold HEP as of Q3 2021.

Inspire Investing reported no remaining Holly Energy Partners, L.P. position as of Q3 2021 after selling out during the quarter.
Inspire Investing sold 9,372 Holly Energy Partners, L.P. shares in Q3 2021, an estimated $212K.
Inspire Investing first reported a position in Holly Energy Partners, L.P. in Q4 2017 and held it in 5 quarters.
Inspire Investing's Holly Energy Partners, L.P. position peaked at $315K in Q4 2020.
94 funds tracked by Wall St. Rank held Holly Energy Partners, L.P. as of Q3 2021.

Based on Inspire Investing's 13F filing for Q3 2021, filed 9 Nov 2021.