Liberty Capital Management’s NuStar Energy L.P. NS Stock Holding History

Liberty Capital Management’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 Q2	–	Sell	-10,962	Closed	-$255K	–	159
2024 Q1	$255K	Hold	10,962	–	–	0.06%	135
2023 Q4	$205K	Hold	10,962	–	–	0.05%	151
2023 Q3	$191K	Hold	10,962	–	–	0.06%	142
2023 Q2	$188K	Hold	10,962	–	–	0.06%	141
2023 Q1	$171K	Hold	10,962	–	–	0.06%	129
2022 Q4	$175K	Hold	10,962	–	–	0.06%	137
2022 Q3	$148K	Hold	10,962	–	–	0.06%	128
2022 Q2	$153K	Hold	10,962	–	–	0.05%	132
2022 Q1	$158K	Buy	+10,962	New	+$177K	0.05%	141

Other funds holding NS

SIA

Sovereign Investment Advisors Phoenix, Arizona $472M AUM 9.63% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Liberty Capital Management's NS Position: Q2 2024 in Review

Liberty Capital Management sold out of NuStar Energy L.P. (NS) in Q2 2024, closing a stake of 10,962 shares — an estimated $255K sold.

Liberty Capital Management first reported a position in NS in Q1 2022 and held it in 9 quarters. The position peaked at $255K in Q1 2024. 3 funds tracked by Wall St. Rank hold NS as of Q2 2024.

Liberty Capital Management reported no remaining NuStar Energy L.P. position as of Q2 2024 after selling out during the quarter.
Liberty Capital Management sold 10,962 NuStar Energy L.P. shares in Q2 2024, an estimated $255K.
Liberty Capital Management first reported a position in NuStar Energy L.P. in Q1 2022 and held it in 9 quarters.
Liberty Capital Management's NuStar Energy L.P. position peaked at $255K in Q1 2024.
3 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q2 2024.

Based on Liberty Capital Management's 13F filing for Q2 2024, filed 29 Jul 2024.