WT
NS

Whittier Trust’s NuStar Energy L.P. NS Stock Holding History

Whittier Trust’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
2023
Q3 		– Sell
-7
Closed -$119 – 1714
2023
Q2 		$119 Hold
7
– – ﹤0.01% 1544
2023
Q1 		$109 Hold
7
– – ﹤0.01% 1590
2022
Q4 		$112 Hold
7
– – ﹤0.01% 1608
2022
Q3 		$0 Hold
7
– – ﹤0.01% 1785
2022
Q2 		$0 Buy
+7
New +$105 ﹤0.01% 1791

Other funds holding NS

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Whittier Trust's NS Position: Q3 2023 in Review

Whittier Trust sold out of NuStar Energy L.P. (NS) in Q3 2023, closing a stake of 7 shares — an estimated $119 sold.

Whittier Trust first reported a position in NS in Q2 2022 and held it in 5 quarters. The position peaked at $119 in Q2 2023. 138 funds tracked by Wall St. Rank hold NS as of Q3 2023.

  • Whittier Trust reported no remaining NuStar Energy L.P. position as of Q3 2023 after selling out during the quarter.
  • Whittier Trust sold 7 NuStar Energy L.P. shares in Q3 2023, an estimated $119.
  • Whittier Trust first reported a position in NuStar Energy L.P. in Q2 2022 and held it in 5 quarters.
  • Whittier Trust's NuStar Energy L.P. position peaked at $119 in Q2 2023.
  • 138 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q3 2023.

Based on Whittier Trust's 13F filing for Q3 2023, filed 27 Oct 2023.