Cedar Mountain Advisors’s Enterprise Products Partners EPD Stock Holding History

Cedar Mountain 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
2026 Q2	$1.1K	Hold	30	–	–	﹤0.01%	933
2026 Q1	$1.14K	Buy	+30	New	+$1.06K	﹤0.01%	889
2024 Q4	–	Sell	-333	Closed	-$9.69K	–	379
2024 Q3	$9.69K	Buy	+333	New	+$9.73K	﹤0.01%	200
2021 Q2	–	Sell	-1,000	Closed	-$22K	–	278
2021 Q1	$22K	Hold	1,000	–	–	0.01%	123
2020 Q4	$20K	Hold	1,000	–	–	0.01%	122
2020 Q3	$16K	Hold	1,000	–	–	0.01%	120
2020 Q2	$18K	Hold	1,000	–	–	0.01%	108
2020 Q1	$14K	Hold	1,000	–	–	0.01%	105
2019 Q4	$28K	Buy	+1,000	New	+$27.1K	0.01%	88

Other funds holding EPD

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Tetrad Corporation Omaha, Nebraska $1.05B AUM 4.93% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $658M AUM 24.19% 1-Year Est. Return

Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

Cullen Investment Group Lafayette, Louisiana $827M AUM 29.64% 1-Year Est. Return

Renaissance Investment Group Lenox, Massachusetts $508M AUM 30.51% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return