Red Door Wealth Management’s Holly Energy Partners, L.P. HEP Stock Holding History

Red Door Wealth Management’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 Q3	–	Sell	-496	Closed	-$11K	–	645
2021 Q2	$11K	Buy	+496	New	+$10.5K	﹤0.01%	431
2020 Q3	–	Sell	-3,096	Closed	-$45K	–	459
2020 Q2	$45K	Sell	3,096 -1,350	-30%	-$19.8K	0.03%	189
2020 Q1	$62K	Buy	+4,446	New	+$89K	0.06%	157

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

EIP

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Red Door Wealth Management's HEP Position: Q3 2021 in Review

Red Door Wealth Management sold out of Holly Energy Partners, L.P. (HEP) in Q3 2021, closing a stake of 496 shares — an estimated $11K sold.

Red Door Wealth Management first reported a position in HEP in Q1 2020 and held it in 3 quarters. The position peaked at $62K in Q1 2020. 94 funds tracked by Wall St. Rank hold HEP as of Q3 2021.

Red Door Wealth Management reported no remaining Holly Energy Partners, L.P. position as of Q3 2021 after selling out during the quarter.
Red Door Wealth Management sold 496 Holly Energy Partners, L.P. shares in Q3 2021, an estimated $11K.
Red Door Wealth Management first reported a position in Holly Energy Partners, L.P. in Q1 2020 and held it in 3 quarters.
Red Door Wealth Management's Holly Energy Partners, L.P. position peaked at $62K in Q1 2020.
94 funds tracked by Wall St. Rank held Holly Energy Partners, L.P. as of Q3 2021.

Based on Red Door Wealth Management's 13F filing for Q3 2021, filed 14 Oct 2021.