UMB Bank’s Holly Energy Partners, L.P. HEP Stock Holding History

UMB Bank’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	-500	Closed	-$9K	–	1803
2022 Q4	$9K	Hold	500	–	–	﹤0.01%	1346
2022 Q3	$8K	Hold	500	–	–	﹤0.01%	1388
2022 Q2	$8K	Hold	500	–	–	﹤0.01%	1472
2022 Q1	$9K	Hold	500	–	–	﹤0.01%	1532
2021 Q4	$8K	Buy	+500	New	+$8.87K	﹤0.01%	1524

Other funds holding HEP

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

UMB Bank's HEP Position: Q1 2023 in Review

UMB Bank sold out of Holly Energy Partners, L.P. (HEP) in Q1 2023, closing a stake of 500 shares — an estimated $9K sold.

UMB Bank first reported a position in HEP in Q4 2021 and held it in 5 quarters. The position peaked at $9K in Q4 2022. 83 funds tracked by Wall St. Rank hold HEP as of Q1 2023.

UMB Bank reported no remaining Holly Energy Partners, L.P. position as of Q1 2023 after selling out during the quarter.
UMB Bank sold 500 Holly Energy Partners, L.P. shares in Q1 2023, an estimated $9K.
UMB Bank first reported a position in Holly Energy Partners, L.P. in Q4 2021 and held it in 5 quarters.
UMB Bank's Holly Energy Partners, L.P. position peaked at $9K in Q4 2022.
83 funds tracked by Wall St. Rank held Holly Energy Partners, L.P. as of Q1 2023.

Based on UMB Bank's 13F filing for Q1 2023, filed 11 Apr 2023.