Sierra Capital’s Genesis Energy GEL Stock Holding History

Sierra Capital’s Portfolio GEL Stock Details GEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-53	Closed	-$1K	–	327
2022 Q4	$1K	Buy	53 +1	+2%	+$10	﹤0.01%	589
2022 Q3	$0	Buy	52 +1	+2%	+$10	﹤0.01%	686
2022 Q2	$0	Buy	51 +1	+2%	+$11	﹤0.01%	772
2022 Q1	$1K	Hold	50	–	–	﹤0.01%	763
2021 Q4	$1K	Buy	50 +1	+2%	+$11	﹤0.01%	777
2021 Q3	$0	Buy	49 +1	+2%	+$9	﹤0.01%	493
2021 Q2	$1K	Hold	48	–	–	﹤0.01%	450
2021 Q1	$0	Buy	+48	New	+$364	﹤0.01%	440

Other funds holding GEL

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

RR Advisors Dallas, Texas $346M AUM 31.14% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

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

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

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Sierra Capital's GEL Position: Q1 2023 in Review

Sierra Capital sold out of Genesis Energy (GEL) in Q1 2023, closing a stake of 53 shares — an estimated $1K sold.

Sierra Capital first reported a position in GEL in Q1 2021 and held it in 8 quarters. The position peaked at $1K in Q4 2022. 112 funds tracked by Wall St. Rank hold GEL as of Q1 2023.

Sierra Capital reported no remaining Genesis Energy position as of Q1 2023 after selling out during the quarter.
Sierra Capital sold 53 Genesis Energy shares in Q1 2023, an estimated $1K.
Sierra Capital first reported a position in Genesis Energy in Q1 2021 and held it in 8 quarters.
Sierra Capital's Genesis Energy position peaked at $1K in Q4 2022.
112 funds tracked by Wall St. Rank held Genesis Energy as of Q1 2023.

Based on Sierra Capital's 13F filing for Q1 2023, filed 1 May 2023.