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

Tompkins 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
2023 Q4	–	Sell	-900	Closed	-$19.8K	–	682
2023 Q3	$19.8K	Hold	900	–	–	﹤0.01%	405
2023 Q2	$16.6K	Hold	900	–	–	﹤0.01%	431
2023 Q1	$15.6K	Hold	900	–	–	﹤0.01%	443
2022 Q4	$16K	Hold	900	–	–	﹤0.01%	438
2022 Q3	$15K	Hold	900	–	–	﹤0.01%	440
2022 Q2	$14K	Hold	900	–	–	﹤0.01%	442
2022 Q1	$16K	Buy	+900	New	+$15.9K	﹤0.01%	457

Other funds holding HEP

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Tompkins Financial's HEP Position: Q4 2023 in Review

Tompkins Financial sold out of Holly Energy Partners, L.P. (HEP) in Q4 2023, closing a stake of 900 shares — an estimated $19.8K sold.

Tompkins Financial first reported a position in HEP in Q1 2022 and held it in 7 quarters. The position peaked at $19.8K in Q3 2023. 1 fund tracked by Wall St. Rank holds HEP as of Q4 2023.

Tompkins Financial reported no remaining Holly Energy Partners, L.P. position as of Q4 2023 after selling out during the quarter.
Tompkins Financial sold 900 Holly Energy Partners, L.P. shares in Q4 2023, an estimated $19.8K.
Tompkins Financial first reported a position in Holly Energy Partners, L.P. in Q1 2022 and held it in 7 quarters.
Tompkins Financial's Holly Energy Partners, L.P. position peaked at $19.8K in Q3 2023.
1 fund tracked by Wall St. Rank held Holly Energy Partners, L.P. as of Q4 2023.

Based on Tompkins Financial's 13F filing for Q4 2023, filed 8 Jan 2024.