Sumitomo Mitsui Trust Group’s Western Midstream Partners WES Stock Holding History

Sumitomo Mitsui Trust Group’s Portfolio WES Stock Details WES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-22,000	Closed	-$471K	–	1217
2021 Q2	$471K	Sell	22,000 -27,000	-55%	-$560K	﹤0.01%	1109
2021 Q1	$911K	Sell	49,000 -37,000	-43%	-$629K	﹤0.01%	1018
2020 Q4	$1.19M	Sell	86,000 -27,000	-24%	-$310K	﹤0.01%	964
2020 Q3	$904K	Sell	113,000 -50,000	-31%	-$451K	﹤0.01%	980
2020 Q2	$1.64M	Buy	163,000 +66,325	+69%	+$550K	﹤0.01%	906
2020 Q1	$313K	Sell	96,675 -61,000	-39%	-$840K	﹤0.01%	1037
2019 Q4	$3.1M	Buy	157,675 +29,000	+23%	+$601K	﹤0.01%	854
2019 Q3	$3.2M	Buy	128,675 +19,000	+17%	+$505K	﹤0.01%	828
2019 Q2	$3.38M	Buy	109,675 +32,000	+41%	+$986K	﹤0.01%	801
2019 Q1	$2.44M	Buy	+77,675	New	+$2.47M	﹤0.01%	773
2015 Q4	–	Sell	-23,000	Closed	-$907K	–	881
2015 Q3	$907K	Hold	23,000	–	–	﹤0.01%	780
2015 Q2	$1.38M	Hold	23,000	–	–	﹤0.01%	771
2015 Q1	$1.38M	Hold	23,000	–	–	﹤0.01%	755
2014 Q4	$1.39M	Buy	+23,000	New	+$1.39M	﹤0.01%	757

Other funds holding WES

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

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

CCM

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Sumitomo Mitsui Trust Group's WES Position: Q3 2021 in Review

Sumitomo Mitsui Trust Group sold out of Western Midstream Partners (WES) in Q3 2021, closing a stake of 22,000 shares — an estimated $471K sold.

Sumitomo Mitsui Trust Group first reported a position in WES in Q4 2014 and held it in 14 quarters. The position peaked at $3.38M in Q2 2019. 184 funds tracked by Wall St. Rank hold WES as of Q3 2021.

Sumitomo Mitsui Trust Group reported no remaining Western Midstream Partners position as of Q3 2021 after selling out during the quarter.
Sumitomo Mitsui Trust Group sold 22,000 Western Midstream Partners shares in Q3 2021, an estimated $471K.
Sumitomo Mitsui Trust Group first reported a position in Western Midstream Partners in Q4 2014 and held it in 14 quarters.
Sumitomo Mitsui Trust Group's Western Midstream Partners position peaked at $3.38M in Q2 2019.
184 funds tracked by Wall St. Rank held Western Midstream Partners as of Q3 2021.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q3 2021, filed 25 Oct 2021.