Stifel Financial’s Holly Energy Partners, L.P. HEP Stock Holding History

Stifel Financial’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
2022 Q4	–	Sell	-10,650	Closed	-$175K	–	3403
2022 Q3	$175K	Hold	10,650	–	–	﹤0.01%	2990
2022 Q2	$171K	Buy	+10,650	New	+$190K	﹤0.01%	3052
2017 Q2	–	Sell	-9,221	Closed	-$329K	–	2638
2017 Q1	$329K	Buy	+9,221	New	+$326K	﹤0.01%	2046
2016 Q4	–	Sell	-8,800	Closed	-$299K	–	2569
2016 Q3	$299K	Buy	+8,800	New	+$299K	﹤0.01%	1989
2016 Q2	–	Sell	-7,144	Closed	-$242K	–	2578
2016 Q1	$242K	Hold	7,144	–	–	﹤0.01%	1924
2015 Q4	$223K	Buy	+7,144	New	+$231K	﹤0.01%	2063

Other funds holding HEP

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

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

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

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

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

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

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

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

Stifel Financial's HEP Position: Q4 2022 in Review

Stifel Financial sold out of Holly Energy Partners, L.P. (HEP) in Q4 2022, closing a stake of 10,650 shares — an estimated $175K sold.

Stifel Financial first reported a position in HEP in Q4 2015 and held it in 6 quarters. The position peaked at $329K in Q1 2017. 94 funds tracked by Wall St. Rank hold HEP as of Q4 2022.

Stifel Financial reported no remaining Holly Energy Partners, L.P. position as of Q4 2022 after selling out during the quarter.
Stifel Financial sold 10,650 Holly Energy Partners, L.P. shares in Q4 2022, an estimated $175K.
Stifel Financial first reported a position in Holly Energy Partners, L.P. in Q4 2015 and held it in 6 quarters.
Stifel Financial's Holly Energy Partners, L.P. position peaked at $329K in Q1 2017.
94 funds tracked by Wall St. Rank held Holly Energy Partners, L.P. as of Q4 2022.

Based on Stifel Financial's 13F filing for Q4 2022, filed 13 Feb 2023.