MGIA
HEP

Moneta Group Investment Advisors’s Holly Energy Partners, L.P. HEP Stock Holding History

Moneta Group Investment 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
-33,377
Closed -$733K – 586
2023
Q3 		$733K Hold
33,377
– – 0.02% 258
2023
Q2 		$617K Hold
33,377
– – 0.01% 287
2023
Q1 		$580K Buy
33,377
+1,310
+4% +$24.1K 0.01% 289
2022
Q4 		$605K Sell
32,067
-1,327
-4% -$24.3K 0.02% 265
2022
Q3 		$548K Sell
33,394
-2,351
-7% -$40.7K 0.02% 263
2022
Q2 		$573K Buy
35,745
+2,393
+7% +$42.7K 0.02% 281
2022
Q1 		$590K Sell
33,352
-2
-0% -$35 0.02% 274
2021
Q4 		$550K Sell
33,354
-34
-0.1% -$603 0.02% 284
2021
Q3 		$612K Buy
33,388
+25
+0.1% +$486 0.03% 255
2021
Q2 		$755K Sell
33,363
-23
-0.1% -$487 0.03% 225
2021
Q1 		$638K Buy
33,386
+358
+1% +$5.9K 0.03% 226
2020
Q4 		$469K Sell
33,028
-31
-0.1% -$402 0.03% 202
2020
Q3 		$401K Buy
+33,059
New +$459K 0.03% 190
2015
Q4 		– Sell
-780
Closed -$23K – 442
2015
Q3 		$23K Buy
+780
New +$24.3K 0.01% 308

Other funds holding HEP

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

Moneta Group Investment Advisors's HEP Position: Q4 2023 in Review

Moneta Group Investment Advisors sold out of Holly Energy Partners, L.P. (HEP) in Q4 2023, closing a stake of 33,377 shares — an estimated $733K sold.

Moneta Group Investment Advisors first reported a position in HEP in Q3 2015 and held it in 14 quarters. The position peaked at $755K in Q2 2021. 1 fund tracked by Wall St. Rank holds HEP as of Q4 2023.

  • Moneta Group Investment Advisors reported no remaining Holly Energy Partners, L.P. position as of Q4 2023 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 33,377 Holly Energy Partners, L.P. shares in Q4 2023, an estimated $733K.
  • Moneta Group Investment Advisors first reported a position in Holly Energy Partners, L.P. in Q3 2015 and held it in 14 quarters.
  • Moneta Group Investment Advisors's Holly Energy Partners, L.P. position peaked at $755K in Q2 2021.
  • 1 fund tracked by Wall St. Rank held Holly Energy Partners, L.P. as of Q4 2023.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2023, filed 15 Feb 2024.