Sumitomo Mitsui Trust Group’s NuStar Energy L.P. NS Stock Holding History

Sumitomo Mitsui Trust Group’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
2021 Q4	–	Sell	-24,000	Closed	-$378K	–	1222
2021 Q3	$378K	Sell	24,000 -30,000	-56%	-$493K	﹤0.01%	1128
2021 Q2	$975K	Hold	54,000	–	–	﹤0.01%	1043
2021 Q1	$923K	Sell	54,000 -6,000	-10%	-$102K	﹤0.01%	1016
2020 Q4	$865K	Sell	60,000 -23,000	-28%	-$295K	﹤0.01%	1004
2020 Q3	$881K	Sell	83,000 -7,000	-8%	-$93.6K	﹤0.01%	982
2020 Q2	$1.28M	Buy	90,000 +52,150	+138%	+$694K	﹤0.01%	936
2020 Q1	$325K	Sell	37,850 -30,000	-44%	-$652K	﹤0.01%	1033
2019 Q4	$1.75M	Buy	67,850 +51,000	+303%	+$1.42M	﹤0.01%	904
2019 Q3	$477K	Sell	16,850 -39,000	-70%	-$1.09M	﹤0.01%	1002
2019 Q2	$1.52M	Sell	55,850 -23,000	-29%	-$625K	﹤0.01%	864
2019 Q1	$2.12M	Hold	78,850	–	–	﹤0.01%	790
2018 Q4	$1.62M	Sell	78,850 -12,000	-13%	-$293K	﹤0.01%	773
2018 Q3	$2.53M	Buy	90,850 +72,850	+405%	+$1.93M	﹤0.01%	762
2018 Q2	$408K	Hold	18,000	–	–	﹤0.01%	861
2018 Q1	$367K	Buy	+18,000	New	+$482K	﹤0.01%	861
2017 Q3	–	Sell	-16,000	Closed	-$746K	–	910
2017 Q2	$746K	Buy	+16,000	New	+$748K	﹤0.01%	818

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

TCA

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

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

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

ICA

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

Goldman Sachs New York $871B AUM 31.28% 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

Sumitomo Mitsui Trust Group's NS Position: Q4 2021 in Review

Sumitomo Mitsui Trust Group sold out of NuStar Energy L.P. (NS) in Q4 2021, closing a stake of 24,000 shares — an estimated $378K sold.

Sumitomo Mitsui Trust Group first reported a position in NS in Q2 2017 and held it in 16 quarters. The position peaked at $2.53M in Q3 2018. 144 funds tracked by Wall St. Rank hold NS as of Q4 2021.

Sumitomo Mitsui Trust Group reported no remaining NuStar Energy L.P. position as of Q4 2021 after selling out during the quarter.
Sumitomo Mitsui Trust Group sold 24,000 NuStar Energy L.P. shares in Q4 2021, an estimated $378K.
Sumitomo Mitsui Trust Group first reported a position in NuStar Energy L.P. in Q2 2017 and held it in 16 quarters.
Sumitomo Mitsui Trust Group's NuStar Energy L.P. position peaked at $2.53M in Q3 2018.
144 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q4 2021.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q4 2021, filed 2 Feb 2022.