M&T Bank’s NuStar Energy L.P. NS Stock Holding History

M&T Bank’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	-31,281	Closed	-$728K	–	1660
2024 Q1	$728K	Hold	31,281	–	–	﹤0.01%	993
2023 Q4	$584K	Hold	31,281	–	–	﹤0.01%	1070
2023 Q3	$546K	Hold	31,281	–	–	﹤0.01%	1048
2023 Q2	$536K	Sell	31,281 -165	-0.5%	-$2.7K	﹤0.01%	1093
2023 Q1	$492K	Hold	31,446	–	–	﹤0.01%	1124
2022 Q4	$503K	Hold	31,446	–	–	﹤0.01%	1100
2022 Q3	$424K	Hold	31,446	–	–	﹤0.01%	1158
2022 Q2	$438K	Buy	31,446 +165	+0.5%	+$2.48K	﹤0.01%	1064
2022 Q1	$451K	Hold	31,281	–	–	﹤0.01%	1040
2021 Q4	$496K	Hold	31,281	–	–	﹤0.01%	1023
2021 Q3	$493K	Hold	31,281	–	–	﹤0.01%	1017
2021 Q2	$565K	Hold	31,281	–	–	﹤0.01%	972
2021 Q1	$534K	Sell	31,281 -889	-3%	-$15.1K	﹤0.01%	964
2020 Q4	$463K	Buy	32,170 +489	+2%	+$6.26K	﹤0.01%	1104
2020 Q3	$336K	Hold	31,681	–	–	﹤0.01%	1175
2020 Q2	$453K	Sell	31,681 -227	-0.7%	-$3.02K	﹤0.01%	982
2020 Q1	$274K	Sell	31,908 -41	-0.1%	-$892	﹤0.01%	1173
2019 Q4	$826K	Sell	31,949 -3,300	-9%	-$91.9K	﹤0.01%	678
2019 Q3	$999K	Sell	35,249 -5,482	-13%	-$153K	0.01%	714
2019 Q2	$1.1M	Sell	40,731 -175	-0.4%	-$4.75K	0.01%	707
2019 Q1	$1.1M	Sell	40,906 -991	-2%	-$25.6K	0.01%	692
2018 Q4	$877K	Sell	41,897 -1,066	-2%	-$26.1K	0.01%	716
2018 Q3	$1.2M	Sell	42,963 -3,999	-9%	-$106K	0.01%	711
2018 Q2	$1.06M	Sell	46,962 -919	-2%	-$20.7K	0.01%	747
2018 Q1	$976K	Buy	47,881 +190	+0.4%	+$5.09K	0.01%	771
2017 Q4	$1.43M	Buy	47,691 +1,248	+3%	+$40.5K	0.01%	651
2017 Q3	$1.89M	Buy	46,443 +550	+1%	+$23.3K	0.01%	555
2017 Q2	$2.14M	Hold	45,893	–	–	0.01%	514
2017 Q1	$2.39M	Sell	45,893 -2,440	-5%	-$128K	0.01%	483
2016 Q4	$2.41M	Hold	48,333	–	–	0.02%	482
2016 Q3	$2.4M	Hold	48,333	–	–	0.02%	483
2016 Q2	$2.41M	Sell	48,333 -2,691	-5%	-$129K	0.02%	483
2016 Q1	$2.06M	Sell	51,024 -1,541	-3%	-$53.7K	0.01%	534
2015 Q4	$2.11M	Sell	52,565 -2,001	-4%	-$86.4K	0.01%	544
2015 Q3	$2.44M	Sell	54,566 -620	-1%	-$32.8K	0.02%	507
2015 Q2	$3.27M	Buy	55,186 +2,055	+4%	+$130K	0.02%	479
2015 Q1	$3.23M	Buy	53,131 +503	+1%	+$30.4K	0.02%	493
2014 Q4	$3.04M	Sell	52,628 -125	-0.2%	-$7.43K	0.02%	512
2014 Q3	$3.48M	Buy	52,753 +52,553	+26,277%	+$3.41M	0.02%	477
2014 Q2	$12K	Sell	200 -303	-60%	-$17.6K	﹤0.01%	918
2014 Q1	$28K	Hold	503	–	–	﹤0.01%	801
2013 Q4	$26K	Hold	503	–	–	﹤0.01%	785
2013 Q3	$20K	Buy	503 +303	+152%	+$12.9K	﹤0.01%	753
2013 Q2	$9K	Buy	+200	New	+$9.86K	﹤0.01%	859

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 $4.82B AUM 20.19% 1-Year Est. Return

M&T Bank's NS Position: Q2 2024 in Review

M&T Bank sold out of NuStar Energy L.P. (NS) in Q2 2024, closing a stake of 31,281 shares — an estimated $728K sold.

M&T Bank first reported a position in NS in Q2 2013 and held it in 44 quarters. The position peaked at $3.48M in Q3 2014. 3 funds tracked by Wall St. Rank hold NS as of Q2 2024.

M&T Bank reported no remaining NuStar Energy L.P. position as of Q2 2024 after selling out during the quarter.
M&T Bank sold 31,281 NuStar Energy L.P. shares in Q2 2024, an estimated $728K.
M&T Bank first reported a position in NuStar Energy L.P. in Q2 2013 and held it in 44 quarters.
M&T Bank's NuStar Energy L.P. position peaked at $3.48M in Q3 2014.
3 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q2 2024.

Based on M&T Bank's 13F filing for Q2 2024, filed 31 Jul 2024.