LF
NS

Lee Financial’s NuStar Energy L.P. NS Stock Holding History

Lee Financial’s Portfolio NS Stock Details NS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,670
Closed -$68.6K – 863
2023
Q4 		$68.6K Buy
3,670
+571
+18% +$10.2K 0.01% 204
2023
Q3 		$54K Hold
3,099
– – 0.01% 206
2023
Q2 		$53.1K Hold
3,099
– – 0.01% 216
2023
Q1 		$48.5K Hold
3,099
– – 0.01% 233
2022
Q4 		$49.6K Hold
3,099
– – 0.01% 251
2022
Q3 		$42K Hold
3,099
– – 0.01% 265
2022
Q2 		$43K Hold
3,099
– – 0.01% 261
2022
Q1 		$45K Sell
3,099
-959
-24% -$15.5K 0.01% 249
2021
Q4 		$64K Sell
4,058
-233
-5% -$3.62K 0.01% 227
2021
Q3 		$68K Hold
4,291
– – 0.01% 206
2021
Q2 		$77K Buy
4,291
+1,034
+32% +$19.1K 0.02% 199
2021
Q1 		$56K Buy
3,257
+1,284
+65% +$21.8K 0.01% 225
2020
Q4 		$28K Hold
1,973
– – 0.01% 254
2020
Q3 		$21K Buy
1,973
+856
+77% +$11.4K 0.01% 305
2020
Q2 		$16K Buy
1,117
+389
+53% +$5.18K ﹤0.01% 306
2020
Q1 		$6K Hold
728
– – ﹤0.01% 369
2019
Q4 		$19K Hold
728
– – ﹤0.01% 260
2019
Q3 		$21K Buy
728
+423
+139% +$11.8K ﹤0.01% 250
2019
Q2 		$8K Buy
+305
New +$8.28K ﹤0.01% 394

Other funds holding NS

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lee Financial's NS Position: Q1 2024 in Review

Lee Financial sold out of NuStar Energy L.P. (NS) in Q1 2024, closing a stake of 3,670 shares — an estimated $68.6K sold.

Lee Financial first reported a position in NS in Q2 2019 and held it in 19 quarters. The position peaked at $77K in Q2 2021. 149 funds tracked by Wall St. Rank hold NS as of Q1 2024.

  • Lee Financial reported no remaining NuStar Energy L.P. position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 3,670 NuStar Energy L.P. shares in Q1 2024, an estimated $68.6K.
  • Lee Financial first reported a position in NuStar Energy L.P. in Q2 2019 and held it in 19 quarters.
  • Lee Financial's NuStar Energy L.P. position peaked at $77K in Q2 2021.
  • 149 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.