UBS Group’s NuStar Energy L.P. NS Stock Holding History

UBS 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
2019 Q2	–	Sell	-525,000	Closed	-$14.1M	–	8235
2019 Q1	$14.1M	Buy	+525,000	New	+$13.6M	0.01%	1405
2016 Q1	–	Sell	-500	Closed	-$20K	–	8318
2015 Q4	$20K	Hold	500	–	–	﹤0.01%	6769
2015 Q3	$22K	Hold	500	–	–	﹤0.01%	6619
2015 Q2	$30K	Hold	500	–	–	﹤0.01%	6487
2015 Q1	$30K	Sell	500 -24,000	-98%	-$1.45M	﹤0.01%	6550
2014 Q4	$1.42M	Buy	+24,500	New	+$1.46M	﹤0.01%	3257

Other funds holding NS

SIA

Sovereign Investment Advisors Phoenix, Arizona $472M AUM 9.63% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

UBS Group's NS Position: Q2 2024 in Review

UBS Group sold out of NuStar Energy L.P. (NS) in Q2 2024, closing a stake of 1,039,329 shares — an estimated $24.2M sold.

UBS Group first reported a position in NS in Q4 2014 and held it in 38 quarters. The position peaked at $126M in Q2 2015. 3 funds tracked by Wall St. Rank hold NS as of Q2 2024.

UBS Group reported no remaining NuStar Energy L.P. position as of Q2 2024 after selling out during the quarter.
UBS Group sold 1,039,329 NuStar Energy L.P. shares in Q2 2024, an estimated $24.2M.
UBS Group first reported a position in NuStar Energy L.P. in Q4 2014 and held it in 38 quarters.
UBS Group's NuStar Energy L.P. position peaked at $126M in Q2 2015.
3 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q2 2024.

Based on UBS Group's 13F filing for Q2 2024, filed 14 Aug 2024.