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1834 Investment Advisors’s Enterprise Products Partners EPD Stock Holding History

1834 Investment Advisors’s Portfolio EPD Stock Details EPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-19,050
Closed -$453K – 190
2022
Q3 		$453K Hold
19,050
– – 0.07% 132
2022
Q2 		$464K Hold
19,050
– – 0.07% 129
2022
Q1 		$492K Sell
19,050
-930
-5% -$22.6K 0.06% 135
2021
Q4 		$439K Buy
19,980
+80
+0.4% +$1.79K 0.05% 140
2021
Q3 		$431K Hold
19,900
– – 0.05% 137
2021
Q2 		$480K Buy
19,900
+4,050
+26% +$95.9K 0.06% 134
2021
Q1 		$349K Hold
15,850
– – 0.05% 153
2020
Q4 		$311K Hold
15,850
– – 0.04% 164
2020
Q3 		$250K Buy
15,850
+1,700
+12% +$29.8K 0.04% 166
2020
Q2 		$257K Buy
14,150
+1,600
+13% +$28.6K 0.04% 157
2020
Q1 		$179K Buy
12,550
+2,100
+20% +$48.8K 0.03% 182
2019
Q4 		$294K Hold
10,450
– – 0.05% 158
2019
Q3 		$298K Hold
10,450
– – 0.04% 157
2019
Q2 		$301K Buy
10,450
+800
+8% +$23.1K 0.05% 152
2019
Q1 		$281K Buy
9,650
+1,400
+17% +$39.1K 0.04% 161
2018
Q4 		$203K Buy
8,250
+1,000
+14% +$26.8K 0.03% 173
2018
Q3 		$208K Buy
7,250
+1,450
+25% +$41.9K 0.03% 185
2018
Q2 		$160K Hold
5,800
– – 0.03% 196
2018
Q1 		$142K Sell
5,800
-300
-5% -$7.99K 0.02% 192
2017
Q4 		$162K Buy
+6,100
New +$154K 0.03% 199
2015
Q3 		– Sell
-51,138
Closed -$1.53M – 194
2015
Q2 		$1.53M Buy
51,138
+416
+0.8% +$13.6K 0.42% 61
2015
Q1 		$1.67M Buy
50,722
+1,150
+2% +$38.5K 0.45% 59
2014
Q4 		$1.79M Sell
49,572
-13,386
-21% -$495K 0.5% 57
2014
Q3 		$2.54M Buy
62,958
+3,416
+6% +$134K 0.7% 48
2014
Q2 		$2.33M Sell
59,542
-300
-0.5% -$11.1K 0.63% 54
2014
Q1 		$2.08M Sell
59,842
-140
-0.2% -$4.64K 0.61% 57
2013
Q4 		$1.99M Sell
59,982
-1,150
-2% -$35.8K 0.58% 58
2013
Q3 		$1.87M Hold
61,132
– – 0.61% 54
2013
Q2 		$1.9M Buy
+61,132
New +$1.85M 0.65% 50

Other funds holding EPD

MB
Marquard & Bahls Hamburg, Germany $677M AUM 9.39% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

1834 Investment Advisors's EPD Position: Q4 2022 in Review

1834 Investment Advisors sold out of Enterprise Products Partners (EPD) in Q4 2022, closing a stake of 19,050 shares — an estimated $453K sold.

1834 Investment Advisors first reported a position in EPD in Q2 2013 and held it in 29 quarters. The position peaked at $2.54M in Q3 2014. 1,177 funds tracked by Wall St. Rank hold EPD as of Q4 2022.

  • 1834 Investment Advisors reported no remaining Enterprise Products Partners position as of Q4 2022 after selling out during the quarter.
  • 1834 Investment Advisors sold 19,050 Enterprise Products Partners shares in Q4 2022, an estimated $453K.
  • 1834 Investment Advisors first reported a position in Enterprise Products Partners in Q2 2013 and held it in 29 quarters.
  • 1834 Investment Advisors's Enterprise Products Partners position peaked at $2.54M in Q3 2014.
  • 1,177 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2022.

Based on 1834 Investment Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.