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Burleson & Co’s Enterprise Products Partners EPD Stock Holding History

Burleson & Co’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 		$50.5K Buy
2,092
+342
+20% +$8.42K 0.01% 178
2022
Q3 		$42K Buy
1,750
+1,000
+133% +$25.8K 0.01% 201
2022
Q2 		$18K Hold
750
– – ﹤0.01% 239
2022
Q1 		$19K Buy
+750
New +$18.2K ﹤0.01% 235
2018
Q1 		– Sell
-27,568
Closed -$731K – 103
2017
Q4 		$731K Buy
+27,568
New +$698K 0.47% 61

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Burleson & Co's EPD Position: Q4 2022 in Review

Burleson & Co increased its Enterprise Products Partners (EPD) stake by 20% in Q4 2022, buying an estimated $8.42K and bringing the position to 2,092 shares worth $50.5K. The position accounts for 0.01% of the portfolio, ranked #178.

Burleson & Co first reported a position in EPD in Q4 2017 and has held it in 5 quarters since. The position peaked at $731K in Q4 2017. 1,174 funds tracked by Wall St. Rank hold EPD as of Q4 2022.

  • Burleson & Co held 2,092 shares of Enterprise Products Partners worth $50.5K as of Q4 2022.
  • Burleson & Co bought 342 Enterprise Products Partners shares in Q4 2022, an estimated $8.42K.
  • Enterprise Products Partners made up 0.01% of Burleson & Co's portfolio in Q4 2022, its #178 holding.
  • Burleson & Co first reported a position in Enterprise Products Partners in Q4 2017 and has held it in 5 quarters since.
  • Burleson & Co's Enterprise Products Partners position peaked at $731K in Q4 2017.
  • 1,174 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.