Avity Investment Management’s Enterprise Products Partners EPD Stock Holding History

Avity Investment Management’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
2024 Q2	–	Sell	-54,387	Closed	-$1.59M	–	111
2024 Q1	$1.59M	Buy	+54,387	New	+$1.49M	0.13%	46
2019 Q4	–	Sell	-7,950	Closed	-$227K	–	76
2019 Q3	$227K	Hold	7,950	–	–	0.03%	71
2019 Q2	$230K	Buy	+7,950	New	+$229K	0.03%	71

Other funds holding EPD

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

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

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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

TCA

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

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Avity Investment Management's EPD Position: Q2 2024 in Review

Avity Investment Management sold out of Enterprise Products Partners (EPD) in Q2 2024, closing a stake of 54,387 shares — an estimated $1.59M sold.

Avity Investment Management first reported a position in EPD in Q2 2019 and held it in 3 quarters. The position peaked at $1.59M in Q1 2024. 1,322 funds tracked by Wall St. Rank hold EPD as of Q2 2024.

Avity Investment Management reported no remaining Enterprise Products Partners position as of Q2 2024 after selling out during the quarter.
Avity Investment Management sold 54,387 Enterprise Products Partners shares in Q2 2024, an estimated $1.59M.
Avity Investment Management first reported a position in Enterprise Products Partners in Q2 2019 and held it in 3 quarters.
Avity Investment Management's Enterprise Products Partners position peaked at $1.59M in Q1 2024.
1,322 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2024.

Based on Avity Investment Management's 13F filing for Q2 2024, filed 11 Jul 2024.