Mercer Global Advisors’s Holly Energy Partners, L.P. HEP Stock Holding History

Mercer Global Advisors’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 Q4	–	Sell	-29,609	Closed	-$650K	–	2124
2023 Q3	$650K	Buy	29,609 +403	+1%	+$8.43K	﹤0.01%	1124
2023 Q2	$540K	Buy	+29,206	New	+$506K	﹤0.01%	1193
2023 Q1	–	Sell	-28,242	Closed	-$512K	–	2078
2022 Q4	$512K	Buy	28,242 +1,249	+5%	+$22.8K	﹤0.01%	1191
2022 Q3	$443K	Buy	+26,993	New	+$467K	﹤0.01%	1181

Other funds holding HEP

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Mercer Global Advisors's HEP Position: Q4 2023 in Review

Mercer Global Advisors sold out of Holly Energy Partners, L.P. (HEP) in Q4 2023, closing a stake of 29,609 shares — an estimated $650K sold.

Mercer Global Advisors first reported a position in HEP in Q3 2022 and held it in 4 quarters. The position peaked at $650K in Q3 2023. 1 fund tracked by Wall St. Rank holds HEP as of Q4 2023.

Mercer Global Advisors reported no remaining Holly Energy Partners, L.P. position as of Q4 2023 after selling out during the quarter.
Mercer Global Advisors sold 29,609 Holly Energy Partners, L.P. shares in Q4 2023, an estimated $650K.
Mercer Global Advisors first reported a position in Holly Energy Partners, L.P. in Q3 2022 and held it in 4 quarters.
Mercer Global Advisors's Holly Energy Partners, L.P. position peaked at $650K in Q3 2023.
1 fund tracked by Wall St. Rank held Holly Energy Partners, L.P. as of Q4 2023.

Based on Mercer Global Advisors's 13F filing for Q4 2023, filed 15 Feb 2024.