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

Lee 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 Q1	–	Sell	-10,000	Closed	-$181K	–	979
2022 Q4	$181K	Hold	10,000	–	–	0.03%	154
2022 Q3	$164K	Hold	10,000	–	–	0.03%	156
2022 Q2	$160K	Hold	10,000	–	–	0.03%	155
2022 Q1	$177K	Hold	10,000	–	–	0.03%	153
2021 Q4	$165K	Hold	10,000	–	–	0.03%	153
2021 Q3	$183K	Hold	10,000	–	–	0.04%	146
2021 Q2	$226K	Hold	10,000	–	–	0.05%	135
2021 Q1	$191K	Hold	10,000	–	–	0.05%	135
2020 Q4	$142K	Hold	10,000	–	–	0.04%	131
2020 Q3	$121K	Hold	10,000	–	–	0.03%	143
2020 Q2	$146K	Hold	10,000	–	–	0.04%	136
2020 Q1	$140K	Hold	10,000	–	–	0.05%	120
2019 Q4	$222K	Hold	10,000	–	–	0.05%	118
2019 Q3	$253K	Hold	10,000	–	–	0.06%	112
2019 Q2	$275K	Hold	10,000	–	–	0.06%	112
2019 Q1	$270K	Hold	10,000	–	–	0.06%	112
2018 Q4	$286K	Hold	10,000	–	–	0.08%	98
2018 Q3	$315K	Hold	10,000	–	–	0.08%	102
2018 Q2	$283K	Hold	10,000	–	–	0.07%	130
2018 Q1	$276K	Hold	10,000	–	–	0.07%	137
2017 Q4	$325K	Hold	10,000	–	–	0.09%	101
2017 Q3	$334K	Hold	10,000	–	–	0.11%	88
2017 Q2	$325K	Hold	10,000	–	–	0.12%	93
2017 Q1	$357K	Hold	10,000	–	–	0.14%	90
2016 Q4	$321K	Buy	+10,000	New	+$325K	0.18%	86

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

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

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

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

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

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

EGA

Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return

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

Lee Financial's HEP Position: Q1 2023 in Review

Lee Financial sold out of Holly Energy Partners, L.P. (HEP) in Q1 2023, closing a stake of 10,000 shares — an estimated $181K sold.

Lee Financial first reported a position in HEP in Q4 2016 and held it in 25 quarters. The position peaked at $357K in Q1 2017. 83 funds tracked by Wall St. Rank hold HEP as of Q1 2023.

Lee Financial reported no remaining Holly Energy Partners, L.P. position as of Q1 2023 after selling out during the quarter.
Lee Financial sold 10,000 Holly Energy Partners, L.P. shares in Q1 2023, an estimated $181K.
Lee Financial first reported a position in Holly Energy Partners, L.P. in Q4 2016 and held it in 25 quarters.
Lee Financial's Holly Energy Partners, L.P. position peaked at $357K in Q1 2017.
83 funds tracked by Wall St. Rank held Holly Energy Partners, L.P. as of Q1 2023.

Based on Lee Financial's 13F filing for Q1 2023, filed 15 May 2023.