Cerity Partners’s Enterprise Products Partners EPD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$23.9M	Buy	631,472 +139,172	+28%	+$4.93M	0.03%	393
2025 Q4	$15.8M	Sell	492,300 -341	-0.1%	-$10.8K	0.02%	482
2025 Q3	$15.4M	Buy	492,641 +5,848	+1%	+$184K	0.03%	443
2025 Q2	$15.1M	Buy	486,793 +12,169	+3%	+$379K	0.03%	420
2025 Q1	$16.2M	Buy	474,624 +4,398	+0.9%	+$146K	0.03%	384
2024 Q4	$14.7M	Buy	470,226 +74,710	+19%	+$2.29M	0.03%	387
2024 Q3	$11.5M	Buy	395,516 +54,325	+16%	+$1.59M	0.03%	451
2024 Q2	$9.89M	Buy	341,191 +18,380	+6%	+$527K	0.03%	421
2024 Q1	$9.42M	Buy	322,811 +33,262	+11%	+$913K	0.02%	480
2023 Q4	$7.63M	Buy	289,549 +137,044	+90%	+$3.65M	0.03%	424
2023 Q3	$4.17M	Sell	152,505 -247,558	-62%	-$6.62M	0.02%	446
2023 Q2	$10.5M	Buy	400,063 +28,256	+8%	+$739K	0.04%	335
2023 Q1	$9.68M	Sell	371,807 -1,072	-0.3%	-$27.5K	0.02%	361
2022 Q4	$8.99M	Buy	372,879 +114,993	+45%	+$2.83M	0.06%	279
2022 Q3	$6.13M	Buy	257,886 +27,831	+12%	+$718K	0.07%	208
2022 Q2	$5.61M	Buy	230,055 +67,446	+41%	+$1.77M	0.07%	234
2022 Q1	$3.87M	Sell	162,609 -161,225	-50%	-$3.91M	0.06%	228
2021 Q4	$7.11M	Buy	323,834 +8,246	+3%	+$185K	0.11%	160
2021 Q3	$6.83M	Sell	315,588 -640	-0.2%	-$14.5K	0.15%	132
2021 Q2	$7.63M	Buy	316,228 +10,142	+3%	+$240K	0.17%	118
2021 Q1	$6.74M	Sell	306,086 -64,800	-17%	-$1.42M	0.16%	128
2020 Q4	$7.27M	Buy	370,886 +90,011	+32%	+$1.68M	0.23%	97
2020 Q3	$4.43M	Buy	280,875 +12,841	+5%	+$225K	0.18%	104
2020 Q2	$4.87M	Buy	268,034 +79,671	+42%	+$1.42M	0.27%	73
2020 Q1	$2.69M	Buy	188,363 +77,692	+70%	+$1.8M	0.17%	112
2019 Q4	$3.12M	Buy	+110,671	New	+$3M	0.16%	111