Zimmer Partners’s NuStar Energy L.P. NS Stock Holding History

Zimmer Partners’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
2022 Q4	–	Sell	-269,700	Closed	-$3.64M	–	113
2022 Q3	$3.64M	Sell	269,700 -147,723	-35%	-$2.22M	0.08%	74
2022 Q2	$5.84M	Hold	417,423	–	–	0.12%	71
2022 Q1	$6.02M	Sell	417,423 -240,543	-37%	-$3.89M	0.09%	93
2021 Q4	$10.4M	Sell	657,966 -497,269	-43%	-$7.72M	0.16%	81
2021 Q3	$18.2M	Sell	1,155,235 -6,967	-0.6%	-$115K	0.29%	76
2021 Q2	$21M	Buy	1,162,202 +427,205	+58%	+$7.91M	0.28%	74
2021 Q1	$12.6M	Buy	734,997 +342,689	+87%	+$5.82M	0.17%	96
2020 Q4	$5.65M	Buy	392,308 +23,972	+7%	+$307K	0.08%	88
2020 Q3	$3.91M	Sell	368,336 -835,785	-69%	-$11.2M	0.06%	83
2020 Q2	$17.2M	Buy	+1,204,121	New	+$16M	0.23%	67
2020 Q1	–	Sell	-23,000	Closed	-$595K	–	109
2019 Q4	$595K	Buy	+23,000	New	+$640K	0.01%	79

Other funds holding NS

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

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

ICA

Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Zimmer Partners's NS Position: Q4 2022 in Review

Zimmer Partners sold out of NuStar Energy L.P. (NS) in Q4 2022, closing a stake of 269,700 shares — an estimated $3.64M sold.

Zimmer Partners first reported a position in NS in Q4 2019 and held it in 11 quarters. The position peaked at $21M in Q2 2021. 139 funds tracked by Wall St. Rank hold NS as of Q4 2022.

Zimmer Partners reported no remaining NuStar Energy L.P. position as of Q4 2022 after selling out during the quarter.
Zimmer Partners sold 269,700 NuStar Energy L.P. shares in Q4 2022, an estimated $3.64M.
Zimmer Partners first reported a position in NuStar Energy L.P. in Q4 2019 and held it in 11 quarters.
Zimmer Partners's NuStar Energy L.P. position peaked at $21M in Q2 2021.
139 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q4 2022.

Based on Zimmer Partners's 13F filing for Q4 2022, filed 14 Feb 2023.