Sandia Investment Management’s Hess Midstream HESM Stock Holding History

Sandia Investment Management’s Portfolio HESM Stock Details HESM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-2,500	Closed	-$76.7K	–	239
2023 Q2	$76.7K	Buy	+2,500	New	+$72.1K	0.02%	164

Other funds holding HESM

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

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

Sandia Investment Management's HESM Position: Q3 2023 in Review

Sandia Investment Management sold out of Hess Midstream (HESM) in Q3 2023, closing a stake of 2,500 shares — an estimated $76.7K sold.

Sandia Investment Management first reported a position in HESM in Q2 2023 and held it in 1 quarter. The position peaked at $76.7K in Q2 2023. 196 funds tracked by Wall St. Rank hold HESM as of Q3 2023.

Sandia Investment Management reported no remaining Hess Midstream position as of Q3 2023 after selling out during the quarter.
Sandia Investment Management sold 2,500 Hess Midstream shares in Q3 2023, an estimated $76.7K.
Sandia Investment Management first reported a position in Hess Midstream in Q2 2023 and held it in 1 quarter.
Sandia Investment Management's Hess Midstream position peaked at $76.7K in Q2 2023.
196 funds tracked by Wall St. Rank held Hess Midstream as of Q3 2023.

Based on Sandia Investment Management's 13F filing for Q3 2023, filed 14 Nov 2023.