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
2016 Q1	–	Sell	-1,000	Closed	-$40K	–	8319
2015 Q4	$40K	Hold	1,000	–	–	﹤0.01%	6033
2015 Q3	$45K	Hold	1,000	–	–	﹤0.01%	5937
2015 Q2	$59K	Hold	1,000	–	–	﹤0.01%	5859
2015 Q1	$61K	Sell	1,000 -300	-23%	-$18.2K	﹤0.01%	5865
2014 Q4	$75K	Buy	+1,300	New	+$77.3K	﹤0.01%	6003

Other funds holding NS

SIA

Sovereign Investment Advisors Phoenix, Arizona $533M AUM 16.78% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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.