Jump Financial’s Holly Energy Partners, L.P. HEP Stock Holding History

Jump Financial’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 Q2	–	Sell	-15,100	Closed	-$262K	–	2275
2023 Q1	$262K	Buy	+15,100	New	+$278K	0.01%	1181
2021 Q1	–	Sell	-17,500	Closed	-$249K	–	1380
2020 Q4	$249K	Buy	+17,500	New	+$227K	0.04%	677

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

EIP

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

EGA

Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 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

Jump Financial's HEP Position: Q2 2023 in Review

Jump Financial sold out of Holly Energy Partners, L.P. (HEP) in Q2 2023, closing a stake of 15,100 shares — an estimated $262K sold.

Jump Financial first reported a position in HEP in Q4 2020 and held it in 2 quarters. The position peaked at $262K in Q1 2023. 80 funds tracked by Wall St. Rank hold HEP as of Q2 2023.

Jump Financial reported no remaining Holly Energy Partners, L.P. position as of Q2 2023 after selling out during the quarter.
Jump Financial sold 15,100 Holly Energy Partners, L.P. shares in Q2 2023, an estimated $262K.
Jump Financial first reported a position in Holly Energy Partners, L.P. in Q4 2020 and held it in 2 quarters.
Jump Financial's Holly Energy Partners, L.P. position peaked at $262K in Q1 2023.
80 funds tracked by Wall St. Rank held Holly Energy Partners, L.P. as of Q2 2023.

Based on Jump Financial's 13F filing for Q2 2023, filed 7 Aug 2023.