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Benedetti & Gucer’s Enterprise Products Partners EPD Stock Holding History

Benedetti & Gucer’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
Q1 		$973K Sell
33,342
-1,820
-5% -$50K 0.48% 38
2023
Q4 		$927K Sell
35,162
-1,050
-3% -$28K 0.49% 42
2023
Q3 		$991K Sell
36,212
-700
-2% -$18.7K 0.54% 36
2023
Q2 		$973K Buy
36,912
+9,360
+34% +$245K 0.5% 41
2023
Q1 		$713K Buy
+27,552
New +$708K 0.41% 45

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Benedetti & Gucer's EPD Position: Q1 2024 in Review

Benedetti & Gucer reduced its Enterprise Products Partners (EPD) stake by 5.2% in Q1 2024, selling an estimated $50K and leaving 33,342 shares worth $973K. The position accounts for 0.48% of the portfolio, ranked #38.

Benedetti & Gucer first reported a position in EPD in Q1 2023 and has held it in 5 quarters since. The position peaked at $991K in Q3 2023. 1,320 funds tracked by Wall St. Rank hold EPD as of Q1 2024.

  • Benedetti & Gucer held 33,342 shares of Enterprise Products Partners worth $973K as of Q1 2024.
  • Benedetti & Gucer sold 1,820 Enterprise Products Partners shares in Q1 2024, an estimated $50K.
  • Enterprise Products Partners made up 0.48% of Benedetti & Gucer's portfolio in Q1 2024, its #38 holding.
  • Benedetti & Gucer first reported a position in Enterprise Products Partners in Q1 2023 and has held it in 5 quarters since.
  • Benedetti & Gucer's Enterprise Products Partners position peaked at $991K in Q3 2023.
  • 1,320 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2024.

Based on Benedetti & Gucer's 13F filing for Q1 2024, filed 7 May 2024.