TA
HEP

Tiedemann Advisors’s Holly Energy Partners, L.P. HEP Stock Holding History

Tiedemann Advisors’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
2023
Q1 		– Sell
-76,179
Closed -$1.38M – 274
2022
Q4 		$1.38M Hold
76,179
– – 0.07% 97
2022
Q3 		$1.25M Buy
76,179
+20,266
+36% +$351K 0.08% 96
2022
Q2 		$896K Hold
55,913
– – 0.07% 121
2022
Q1 		$989K Hold
55,913
– – 0.05% 144
2021
Q4 		$922K Hold
55,913
– – 0.05% 148
2021
Q3 		$1.02M Hold
55,913
– – 0.05% 135
2021
Q2 		$1.26M Hold
55,913
– – 0.05% 147
2021
Q1 		$1.07M Buy
55,913
+5,285
+10% +$87.1K 0.05% 158
2020
Q4 		$719K Sell
50,628
-259,566
-84% -$3.37M 0.03% 177
2020
Q3 		$3.76M Sell
310,194
-207,866
-40% -$2.89M 0.18% 77
2020
Q2 		$7.56M Buy
518,060
+10,906
+2% +$160K 0.4% 41
2020
Q1 		$7.12M Sell
507,154
-77,999
-13% -$1.56M 0.46% 37
2019
Q4 		$13M Buy
585,153
+49,177
+9% +$1.12M 0.62% 36
2019
Q3 		$13.5M Buy
535,976
+98,133
+22% +$2.69M 0.65% 35
2019
Q2 		$12M Sell
437,843
-16,320
-4% -$446K 0.6% 38
2019
Q1 		$12.3M Sell
454,163
-2,060
-0.5% -$59.9K 0.58% 40
2018
Q4 		$13M Buy
456,223
+1,815
+0.4% +$53.6K 0.67% 37
2018
Q3 		$14.3M Buy
454,408
+1,489
+0.3% +$45.3K 0.85% 30
2018
Q2 		$12.8M Sell
452,919
-176,759
-28% -$5.14M 0.82% 31
2018
Q1 		$17.4M Buy
629,678
+79,155
+14% +$2.41M 1.19% 18
2017
Q4 		$17.9M Buy
550,523
+131,930
+32% +$4.39M 1.37% 19
2017
Q3 		$14M Sell
418,593
-2,000
-0.5% -$66.6K 1.26% 17
2017
Q2 		$13.7M Sell
420,593
-5,340
-1% -$182K 0.99% 21
2017
Q1 		$15.2M Sell
425,933
-49,303
-10% -$1.74M 1.28% 14
2016
Q4 		$15.2M Buy
475,236
+436,993
+1,143% +$14.2M 1.52% 15
2016
Q3 		$1.3M Hold
38,243
– – 0.27% 49
2016
Q2 		$1.32M Sell
38,243
-3,240
-8% -$110K 1.27% 24
2016
Q1 		$1.4M Buy
41,483
+10,610
+34% +$301K 1.11% 19
2015
Q4 		$961K Buy
+30,873
New +$997K 0.37% 34

Other funds holding HEP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Tiedemann Advisors's HEP Position: Q1 2023 in Review

Tiedemann Advisors sold out of Holly Energy Partners, L.P. (HEP) in Q1 2023, closing a stake of 76,179 shares — an estimated $1.38M sold.

Tiedemann Advisors first reported a position in HEP in Q4 2015 and held it in 29 quarters. The position peaked at $17.9M in Q4 2017. 83 funds tracked by Wall St. Rank hold HEP as of Q1 2023.

  • Tiedemann Advisors reported no remaining Holly Energy Partners, L.P. position as of Q1 2023 after selling out during the quarter.
  • Tiedemann Advisors sold 76,179 Holly Energy Partners, L.P. shares in Q1 2023, an estimated $1.38M.
  • Tiedemann Advisors first reported a position in Holly Energy Partners, L.P. in Q4 2015 and held it in 29 quarters.
  • Tiedemann Advisors's Holly Energy Partners, L.P. position peaked at $17.9M in Q4 2017.
  • 83 funds tracked by Wall St. Rank held Holly Energy Partners, L.P. as of Q1 2023.

Based on Tiedemann Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.