North Star Investment Management’s NuStar Energy L.P. NS Stock Holding History

North Star Investment 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
2023 Q4	–	Sell	-500	Closed	-$8.93K	–	1294
2023 Q3	$8.72K	Hold	500	–	–	﹤0.01%	862
2023 Q2	$8.57K	Sell	500 -877	-64%	-$14.3K	﹤0.01%	877
2023 Q1	$21.5K	Hold	1,377	–	–	﹤0.01%	749
2022 Q4	$22K	Hold	1,377	–	–	﹤0.01%	725
2022 Q3	$19K	Hold	1,377	–	–	﹤0.01%	712
2022 Q2	$19K	Hold	1,377	–	–	﹤0.01%	724
2022 Q1	$20K	Hold	1,377	–	–	﹤0.01%	745
2021 Q4	$22K	Hold	1,377	–	–	﹤0.01%	758
2021 Q3	$22K	Hold	1,377	–	–	﹤0.01%	728
2021 Q2	$25K	Hold	1,377	–	–	﹤0.01%	709
2021 Q1	$24K	Hold	1,377	–	–	﹤0.01%	675
2020 Q4	$20K	Hold	1,377	–	–	﹤0.01%	680
2020 Q3	$15K	Hold	1,377	–	–	﹤0.01%	704
2020 Q2	$20K	Hold	1,377	–	–	﹤0.01%	641
2020 Q1	$12K	Hold	1,377	–	–	﹤0.01%	705
2019 Q4	$36K	Hold	1,377	–	–	﹤0.01%	614
2019 Q3	$39K	Buy	+1,377	New	+$38.4K	﹤0.01%	597
2019 Q2	–	Sell	-1,377	Closed	-$37K	–	974
2019 Q1	$37K	Hold	1,377	–	–	﹤0.01%	615
2018 Q4	$29K	Hold	1,377	–	–	﹤0.01%	623
2018 Q3	$38K	Hold	1,377	–	–	﹤0.01%	619
2018 Q2	$31K	Hold	1,377	–	–	﹤0.01%	659
2018 Q1	$28K	Hold	1,377	–	–	﹤0.01%	675
2017 Q4	$41K	Hold	1,377	–	–	0.01%	580
2017 Q3	$56K	Hold	1,377	–	–	0.01%	529
2017 Q2	$64K	Buy	1,377 +877	+175%	+$41K	0.01%	498
2017 Q1	$26K	Hold	500	–	–	﹤0.01%	635
2016 Q4	$25K	Buy	+500	New	+$23.8K	﹤0.01%	604

Other funds holding NS

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

ICA

Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return

North Star Investment Management's NS Position: Q4 2023 in Review

North Star Investment Management sold out of NuStar Energy L.P. (NS) in Q4 2023, closing a stake of 500 shares — an estimated $8.93K sold.

North Star Investment Management first reported a position in NS in Q4 2016 and held it in 27 quarters. The position peaked at $64K in Q2 2017. 147 funds tracked by Wall St. Rank hold NS as of Q4 2023.

North Star Investment Management reported no remaining NuStar Energy L.P. position as of Q4 2023 after selling out during the quarter.
North Star Investment Management sold 500 NuStar Energy L.P. shares in Q4 2023, an estimated $8.93K.
North Star Investment Management first reported a position in NuStar Energy L.P. in Q4 2016 and held it in 27 quarters.
North Star Investment Management's NuStar Energy L.P. position peaked at $64K in Q2 2017.
147 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q4 2023.

Based on North Star Investment Management's 13F filing for Q4 2023, filed 10 Jan 2024.