James Lee

Track

Insider profile

Currently holds a position at Holly Energy Partners LP

Performance

Overall performance
1.8
Performance over holding periods
4.2
30 days 90 days 120 days
Average return -7% 8.2% 15.1%
Success rate 4% 68% 82%
Transactions
5 20% Buy
34 71% Buy
47 69% Buy
Ranking by holding-period performance
Performance for realised trades
4.4
Average return -14%
Success rate 73%
Average holding period 220
Transactions 28
Ranking by realised performance

Positions

Position Company Period
Independent Director of General Partner Holly Energy Partners LP Nov. 1, 2017 -
James Lee's trades of HF Sinclair Corp's stock


• Purchase • Sale • Planned purchase • Planned sale Net purchase Net sale Buy signal Sell signal Earnings
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
Transaction date
Proposed sale
Price
310.17
Quantity 85,377
Value US$1,616,478
Transaction date
Proposed sale
Price
154.50
Quantity 7,003
Value US$3,181,759
Transaction date
Sale
Price
218.42
Quantity 23,369 -27.0%
Value US$2,394,143
Transaction date
Proposed sale
Price
52.55
Quantity 2,643
Value US$138,889
Transaction date
Sale
Price
52.30
Quantity 2,643 -3.9%
Value US$138,229
Transaction date
Sale
Price
50.64
Quantity 4,180 -6.8%
Value US$211,675
Transaction date
Sale
Price
16.25
Quantity 8,809 -30.4%
Value US$143,146
Transaction date
Purchase
Price
26.66
Quantity 1,000 +17.4%
Value US$26,660
Notification date Transaction date Company B/S Transaction type Nb. shares
Price
Value 		Number of shares Price Value Details
2024-06-10 2024-06-10
PrS Proposed sale
85,377
310.17
US$1,616,478 		85,377 310.17 US$1,616,478
2024-02-27 2024-02-27
PrS Proposed sale
7,003
154.50
US$3,181,759 		7,003 154.50 US$3,181,759
2024-02-27 2024-02-27
S Sale
23,369 -27.0%
218.42
US$2,394,143 		23,369 -27.0% 218.42 US$2,394,143
2023-12-11 2023-12-11
PrS Proposed sale
2,643
52.55
US$138,889 		2,643 52.55 US$138,889
2023-12-11 2023-12-11
S Sale
2,643 -3.9%
52.30
US$138,229 		2,643 -3.9% 52.30 US$138,229
2022-12-27 2022-12-23
S Sale
4,180 -6.8%
50.64
US$211,675 		4,180 -6.8% 50.64 US$211,675
2021-12-15 2021-12-15
S Sale
8,809 -30.4%
16.25
US$143,146 		8,809 -30.4% 16.25 US$143,146
2018-03-26 2018-03-26
B Purchase
1,000 +17.4%
26.66
US$26,660 		1,000 +17.4% 26.66 US$26,660