Stifel Financial’s NuStar Energy L.P. NS Stock Holding History

Stifel Financial’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
2023 Q4	–	Sell	-20,970	Closed	-$366K	–	3439
2023 Q3	$366K	Buy	20,970 +4,004	+24%	+$68.2K	﹤0.01%	2672
2023 Q2	$291K	Sell	16,966 -776	-4%	-$12.7K	﹤0.01%	2843
2023 Q1	$277K	Sell	17,742 -90	-0.5%	-$1.47K	﹤0.01%	2862
2022 Q4	$285K	Buy	17,832 +2,252	+14%	+$35K	﹤0.01%	2787
2022 Q3	$211K	Sell	15,580 -7,956	-34%	-$120K	﹤0.01%	2917
2022 Q2	$330K	Buy	23,536 +2,187	+10%	+$32.9K	﹤0.01%	2692
2022 Q1	$308K	Buy	21,349 +294	+1%	+$4.75K	﹤0.01%	2870
2021 Q4	$334K	Sell	21,055 -463	-2%	-$7.19K	﹤0.01%	2850
2021 Q3	$339K	Buy	21,518 +2,032	+10%	+$33.4K	﹤0.01%	2826
2021 Q2	$352K	Sell	19,486 -629	-3%	-$11.6K	﹤0.01%	2795
2021 Q1	$344K	Sell	20,115 -4,901	-20%	-$83.3K	﹤0.01%	2704
2020 Q4	$360K	Sell	25,016 -6,796	-21%	-$87K	﹤0.01%	2512
2020 Q3	$338K	Buy	31,812 +8,320	+35%	+$111K	﹤0.01%	2324
2020 Q2	$335K	Buy	23,492 +4,229	+22%	+$56.3K	﹤0.01%	2284
2020 Q1	$165K	Sell	19,263 -2,024	-10%	-$44K	﹤0.01%	2491
2019 Q4	$551K	Buy	21,287 +1,445	+7%	+$40.2K	﹤0.01%	2190
2019 Q3	$562K	Buy	19,842 +233	+1%	+$6.49K	﹤0.01%	2108
2019 Q2	$531K	Sell	19,609 -4,130	-17%	-$112K	﹤0.01%	2171
2019 Q1	$640K	Buy	23,739 +1,305	+6%	+$33.8K	﹤0.01%	1925
2018 Q4	$468K	Sell	22,434 -828	-4%	-$20.3K	﹤0.01%	1966
2018 Q3	$647K	Buy	23,262 +6,267	+37%	+$166K	﹤0.01%	1959
2018 Q2	$385K	Buy	16,995 +6,180	+57%	+$140K	﹤0.01%	2152
2018 Q1	$218K	Sell	10,815 -1,500	-12%	-$40.2K	﹤0.01%	2428
2017 Q4	$369K	Sell	12,315 -4,253	-26%	-$138K	﹤0.01%	2090
2017 Q3	$674K	Buy	16,568 +548	+3%	+$23.2K	﹤0.01%	1713
2017 Q2	$747K	Sell	16,020 -5,104	-24%	-$239K	﹤0.01%	1629
2017 Q1	$1.1M	Buy	21,124 +3,829	+22%	+$201K	﹤0.01%	1405
2016 Q4	$860K	Sell	17,295 -855	-5%	-$40.7K	﹤0.01%	1474
2016 Q3	$899K	Sell	18,150 -589	-3%	-$28.4K	﹤0.01%	1389
2016 Q2	$933K	Sell	18,739 -209	-1%	-$9.99K	﹤0.01%	1380
2016 Q1	$766K	Sell	18,948 -1,764	-9%	-$61.4K	﹤0.01%	1360
2015 Q4	$830K	Sell	20,712 -17,438	-46%	-$753K	﹤0.01%	1400
2015 Q3	$1.71M	Buy	38,150 +3,933	+11%	+$208K	0.01%	988
2015 Q2	$2.02M	Buy	34,217 +7,101	+26%	+$449K	0.01%	985
2015 Q1	$1.65M	Sell	27,116 -827	-3%	-$50.1K	0.01%	1022
2014 Q4	$1.61M	Buy	27,943 +1,778	+7%	+$106K	0.01%	1019
2014 Q3	$1.72M	Buy	26,165 +2,725	+12%	+$177K	0.02%	821
2014 Q2	$1.45M	Buy	23,440 +239	+1%	+$13.9K	0.01%	921
2014 Q1	$1.27M	Buy	+23,201	New	+$1.19M	0.01%	932

Other funds holding NS

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

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

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

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

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

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

ICA

Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return

Stifel Financial's NS Position: Q4 2023 in Review

Stifel Financial sold out of NuStar Energy L.P. (NS) in Q4 2023, closing a stake of 20,970 shares — an estimated $366K sold.

Stifel Financial first reported a position in NS in Q1 2014 and held it in 39 quarters. The position peaked at $2.02M in Q2 2015. 147 funds tracked by Wall St. Rank hold NS as of Q4 2023.

Stifel Financial reported no remaining NuStar Energy L.P. position as of Q4 2023 after selling out during the quarter.
Stifel Financial sold 20,970 NuStar Energy L.P. shares in Q4 2023, an estimated $366K.
Stifel Financial first reported a position in NuStar Energy L.P. in Q1 2014 and held it in 39 quarters.
Stifel Financial's NuStar Energy L.P. position peaked at $2.02M in Q2 2015.
147 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q4 2023.

Based on Stifel Financial's 13F filing for Q4 2023, filed 12 Feb 2024.