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BAAM
Baker Avenue Asset Management’s
Enterprise Products Partners
EPD
Stock Holding History
Baker Avenue Asset 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
2026
Q1
$234K
Buy
+6,194
New
+$219K
0.01%
686
2025
Q2
–
Sell
-6,091
Closed
-$208K
–
514
2025
Q1
$208K
Buy
+6,091
New
+$203K
0.01%
438
2024
Q3
–
Sell
-10,791
Closed
-$313K
–
433
2024
Q2
$313K
Buy
10,791
+1,566
+17%
+$44.9K
0.01%
312
2024
Q1
$269K
Sell
9,225
-4,450
-33%
-$122K
0.01%
318
2023
Q4
$360K
Sell
13,675
-5,945
-30%
-$158K
0.02%
285
2023
Q3
$537K
Buy
+19,620
New
+$525K
0.03%
254
2023
Q2
–
Sell
-3,000
Closed
-$77.7K
–
1635
2023
Q1
$77.7K
Buy
+3,000
New
+$77.1K
﹤0.01%
468
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$5.22B AUM
17.11%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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