UB
NS

UMB Bank’s NuStar Energy L.P. NS Stock Holding History

UMB Bank’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
Q2 		– Sell
-225
Closed -$5.24K – 2253
2024
Q1 		$5.24K Hold
225
– – ﹤0.01% 1376
2023
Q4 		$4.2K Hold
225
– – ﹤0.01% 1427
2023
Q3 		$3.92K Hold
225
– – ﹤0.01% 1456
2023
Q2 		$3.86K Hold
225
– – ﹤0.01% 1450
2023
Q1 		$3.52K Hold
225
– – ﹤0.01% 1465
2022
Q4 		$4K Hold
225
– – ﹤0.01% 1485
2022
Q3 		$3K Hold
225
– – ﹤0.01% 1567
2022
Q2 		$3K Hold
225
– – ﹤0.01% 1699
2022
Q1 		$3K Hold
225
– – ﹤0.01% 1782
2021
Q4 		$4K Buy
+225
New +$3.49K ﹤0.01% 1711

Other funds holding NS

SIA
Sovereign Investment Advisors Phoenix, Arizona $472M AUM 9.63% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

UMB Bank's NS Position: Q2 2024 in Review

UMB Bank sold out of NuStar Energy L.P. (NS) in Q2 2024, closing a stake of 225 shares — an estimated $5.24K sold.

UMB Bank first reported a position in NS in Q4 2021 and held it in 10 quarters. The position peaked at $5.24K in Q1 2024. 3 funds tracked by Wall St. Rank hold NS as of Q2 2024.

  • UMB Bank reported no remaining NuStar Energy L.P. position as of Q2 2024 after selling out during the quarter.
  • UMB Bank sold 225 NuStar Energy L.P. shares in Q2 2024, an estimated $5.24K.
  • UMB Bank first reported a position in NuStar Energy L.P. in Q4 2021 and held it in 10 quarters.
  • UMB Bank's NuStar Energy L.P. position peaked at $5.24K in Q1 2024.
  • 3 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q2 2024.

Based on UMB Bank's 13F filing for Q2 2024, filed 29 Jul 2024.