Nations Financial Group’s Holly Energy Partners, L.P. HEP Stock Holding History

Nations Financial Group’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	-43,000	Closed	-$944K	–	650
2023 Q3	$944K	Hold	43,000	–	–	0.1%	237
2023 Q2	$796K	Hold	43,000	–	–	0.08%	276
2023 Q1	$747K	Hold	43,000	–	–	0.08%	276
2022 Q4	$779K	Hold	43,000	–	–	0.09%	263
2022 Q3	$706K	Hold	43,000	–	–	0.1%	222
2022 Q2	$689K	Hold	43,000	–	–	0.09%	236
2022 Q1	$761K	Buy	+43,000	New	+$762K	0.09%	241

Other funds holding HEP

HNB

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

Nations Financial Group's HEP Position: Q4 2023 in Review

Nations Financial Group sold out of Holly Energy Partners, L.P. (HEP) in Q4 2023, closing a stake of 43,000 shares — an estimated $944K sold.

Nations Financial Group first reported a position in HEP in Q1 2022 and held it in 7 quarters. The position peaked at $944K in Q3 2023. 1 fund tracked by Wall St. Rank holds HEP as of Q4 2023.

Nations Financial Group reported no remaining Holly Energy Partners, L.P. position as of Q4 2023 after selling out during the quarter.
Nations Financial Group sold 43,000 Holly Energy Partners, L.P. shares in Q4 2023, an estimated $944K.
Nations Financial Group first reported a position in Holly Energy Partners, L.P. in Q1 2022 and held it in 7 quarters.
Nations Financial Group's Holly Energy Partners, L.P. position peaked at $944K in Q3 2023.
1 fund tracked by Wall St. Rank held Holly Energy Partners, L.P. as of Q4 2023.

Based on Nations Financial Group's 13F filing for Q4 2023, filed 9 Feb 2024.