O'Dell Group’s Holly Energy Partners, L.P. HEP Stock Holding History

O'Dell 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
2021 Q4	–	Sell	-1,240	Closed	-$23K	–	557
2021 Q3	$23K	Buy	+1,240	New	+$24.1K	0.01%	224

Other funds holding HEP

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

O'Dell Group's HEP Position: Q4 2021 in Review

O'Dell Group sold out of Holly Energy Partners, L.P. (HEP) in Q4 2021, closing a stake of 1,240 shares — an estimated $23K sold.

O'Dell Group first reported a position in HEP in Q3 2021 and held it in 1 quarter. The position peaked at $23K in Q3 2021. 91 funds tracked by Wall St. Rank hold HEP as of Q4 2021.

O'Dell Group reported no remaining Holly Energy Partners, L.P. position as of Q4 2021 after selling out during the quarter.
O'Dell Group sold 1,240 Holly Energy Partners, L.P. shares in Q4 2021, an estimated $23K.
O'Dell Group first reported a position in Holly Energy Partners, L.P. in Q3 2021 and held it in 1 quarter.
O'Dell Group's Holly Energy Partners, L.P. position peaked at $23K in Q3 2021.
91 funds tracked by Wall St. Rank held Holly Energy Partners, L.P. as of Q4 2021.

Based on O'Dell Group's 13F filing for Q4 2021, filed 14 Feb 2022.