SA
NS

SL Advisors’s NuStar Energy L.P. NS Stock Holding History

SL Advisors’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
2024
Q2 		– Sell
-47,199
Closed -$1.1M – 39
2024
Q1 		$1.1M Hold
47,199
– – 2.16% 12
2023
Q4 		$882K Sell
47,199
-3,880
-8% -$69.3K 1.9% 15
2023
Q3 		$891K Sell
51,079
-35
-0.1% -$596 1.2% 16
2023
Q2 		$876K Buy
51,114
+2,423
+5% +$39.6K 1.97% 14
2023
Q1 		$762K Hold
48,691
– – 1.63% 18
2022
Q4 		$779K Hold
48,691
– – 1.72% 19
2022
Q3 		$657K Buy
48,691
+8,194
+20% +$123K 1.63% 19
2022
Q2 		$567K Buy
40,497
+102
+0.3% +$1.54K 1.36% 24
2022
Q1 		$582K Hold
40,395
– – 1.19% 23
2021
Q4 		$641K Buy
40,395
+6,895
+21% +$107K 1.58% 18
2021
Q3 		$527K Buy
33,500
+388
+1% +$6.38K 1.33% 25
2021
Q2 		$598K Buy
33,112
+4,500
+16% +$83.3K 1.52% 22
2021
Q1 		$489K Hold
28,612
– – 1.48% 24
2020
Q4 		$412K Buy
28,612
+124
+0.4% +$1.59K 1.33% 31
2020
Q3 		$303K Hold
28,488
– – 1.11% 37
2020
Q2 		$407K Sell
28,488
-2,241
-7% -$29.8K 1.55% 24
2020
Q1 		$264K Sell
30,729
-1,593
-5% -$34.6K 1.15% 32
2019
Q4 		$836K Sell
32,322
-615
-2% -$17.1K 2.07% 19
2019
Q3 		$933K Sell
32,937
-3,394
-9% -$94.6K 1.8% 16
2019
Q2 		$986K Sell
36,331
-1,254
-3% -$34.1K 1.71% 20
2019
Q1 		$1.01M Buy
37,585
+2,618
+7% +$67.7K 1.56% 18
2018
Q4 		$732K Buy
34,967
+594
+2% +$14.5K 1.51% 24
2018
Q3 		$955K Buy
+34,373
New +$911K 1.76% 17

Other funds holding NS

SIA
Sovereign Investment Advisors Phoenix, Arizona $472M AUM 9.63% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

SL Advisors's NS Position: Q2 2024 in Review

SL Advisors sold out of NuStar Energy L.P. (NS) in Q2 2024, closing a stake of 47,199 shares — an estimated $1.1M sold.

SL Advisors first reported a position in NS in Q3 2018 and held it in 23 quarters. The position peaked at $1.1M in Q1 2024. 3 funds tracked by Wall St. Rank hold NS as of Q2 2024.

  • SL Advisors reported no remaining NuStar Energy L.P. position as of Q2 2024 after selling out during the quarter.
  • SL Advisors sold 47,199 NuStar Energy L.P. shares in Q2 2024, an estimated $1.1M.
  • SL Advisors first reported a position in NuStar Energy L.P. in Q3 2018 and held it in 23 quarters.
  • SL Advisors's NuStar Energy L.P. position peaked at $1.1M in Q1 2024.
  • 3 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q2 2024.

Based on SL Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.