TIS
NS

Tortoise Index Solutions’s NuStar Energy L.P. NS Stock Holding History

Tortoise Index Solutions’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
2024
Q1 		$2.73M Sell
117,496
-32,298
-22% -$714K 0.55% 34
2023
Q4 		$2.8M Buy
149,794
+17,110
+13% +$305K 0.52% 35
2023
Q3 		$2.31M Buy
132,684
+39,772
+43% +$678K 0.48% 35
2023
Q2 		$1.59M Sell
92,912
-9,899
-10% -$162K 0.33% 44
2023
Q1 		$1.61M Sell
102,811
-16,575
-14% -$270K 0.31% 43
2022
Q4 		$3.63M Buy
119,386
+27,187
+29% +$423K 0.63% 34
2022
Q3 		$1.25M Buy
92,199
+1,609
+2% +$24.2K 0.24% 47
2022
Q2 		$1.27M Buy
90,590
+6,893
+8% +$104K 0.24% 46
2022
Q1 		$1.21M Buy
83,697
+5,886
+8% +$95.1K 0.22% 46
2021
Q4 		$1.24M Buy
77,811
+4,305
+6% +$66.9K 0.27% 47
2021
Q3 		$1.16M Sell
73,506
-13,548
-16% -$223K 0.27% 45
2021
Q2 		$1.57M Buy
87,054
+7,925
+10% +$147K 0.33% 40
2021
Q1 		$1.35M Buy
79,129
+3,423
+5% +$58.2K 0.32% 41
2020
Q4 		$1.09M Buy
75,706
+1,711
+2% +$21.9K 0.31% 38
2020
Q3 		$786K Buy
73,995
+8,019
+12% +$107K 0.3% 38
2020
Q2 		$942K Buy
65,976
+12,056
+22% +$160K 0.33% 36
2020
Q1 		$463K Sell
53,920
-12,279
-19% -$267K 0.19% 40
2019
Q4 		$1.71M Buy
66,199
+27,064
+69% +$753K 0.37% 33
2019
Q3 		$1.11M Buy
39,135
+399
+1% +$11.1K 0.33% 35
2019
Q2 		$1.05M Buy
38,736
+271
+0.7% +$7.36K 0.31% 39
2019
Q1 		$1.03M Buy
38,465
+5,698
+17% +$147K 0.31% 41
2018
Q4 		$686K Buy
32,767
+17,190
+110% +$420K 0.26% 38
2018
Q3 		$433K Buy
15,577
+3,646
+31% +$96.6K 0.28% 40
2018
Q2 		$270K Buy
11,931
+958
+9% +$21.6K 0.19% 48
2018
Q1 		$224K Buy
10,973
+784
+8% +$21K 0.21% 51
2017
Q4 		$305K Buy
+10,189
New +$330K 0.27% 45
2015
Q3 		$63K Buy
1,414
+174
+14% +$9.2K 0.31% 48
2015
Q2 		$74K Buy
+1,240
New +$78.4K 0.34% 42

Other funds holding NS

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tortoise Index Solutions's NS Position: Q1 2024 in Review

Tortoise Index Solutions reduced its NuStar Energy L.P. (NS) stake by 22% in Q1 2024, selling an estimated $714K and leaving 117,496 shares worth $2.73M. The position accounts for 0.55% of the portfolio, ranked #34.

Tortoise Index Solutions first reported a position in NS in Q2 2015 and has held it in 28 quarters since. The position peaked at $3.63M in Q4 2022. 149 funds tracked by Wall St. Rank hold NS as of Q1 2024.

  • Tortoise Index Solutions held 117,496 shares of NuStar Energy L.P. worth $2.73M as of Q1 2024.
  • Tortoise Index Solutions sold 32,298 NuStar Energy L.P. shares in Q1 2024, an estimated $714K.
  • NuStar Energy L.P. made up 0.55% of Tortoise Index Solutions's portfolio in Q1 2024, its #34 holding.
  • Tortoise Index Solutions first reported a position in NuStar Energy L.P. in Q2 2015 and has held it in 28 quarters since.
  • Tortoise Index Solutions's NuStar Energy L.P. position peaked at $3.63M in Q4 2022.
  • 149 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q1 2024.

Based on Tortoise Index Solutions's 13F filing for Q1 2024, filed 10 May 2024.