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CFO4Life’s Enterprise Products Partners EPD Stock Holding History

CFO4Life’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 		$706K Buy
+29,261
New +$720K 0.15% 78
2016
Q4 		$436K Sell
16,136
-1,908
-11% -$49.7K 0.36% 49
2016
Q3 		$499K Buy
18,044
+3,680
+26% +$102K 0.43% 39
2016
Q2 		$420K Buy
14,364
+178
+1% +$4.78K 0.36% 50
2016
Q1 		$349K Buy
14,186
+3,361
+31% +$78.3K 0.31% 61
2015
Q4 		$277K Buy
10,825
+468
+5% +$12.2K 0.26% 53
2015
Q3 		$258K Buy
10,357
+697
+7% +$19.3K 0.27% 58
2015
Q2 		$289K Hold
9,660
– – 0.24% 60
2015
Q1 		$318K Buy
9,660
+1,894
+24% +$63.5K 0.26% 57
2014
Q4 		$281K Buy
+7,766
New +$287K 0.23% 58

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 $1.51B AUM 33.02% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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 $6.36B AUM 17.8% 1-Year Est. Return

CFO4Life's EPD Position: Q4 2022 in Review

CFO4Life opened a new position in Enterprise Products Partners (EPD) in Q4 2022: 29,261 shares worth $706K. The stake represents 0.15% of the portfolio and ranks #78 among its holdings. This is a return to the name: CFO4Life previously reported a position in EPD as recently as Q4 2016.

CFO4Life first reported a position in EPD in Q4 2014 and has held it in 10 quarters since. 1,175 funds tracked by Wall St. Rank hold EPD as of Q4 2022.

  • CFO4Life held 29,261 shares of Enterprise Products Partners worth $706K as of Q4 2022.
  • Enterprise Products Partners was a new CFO4Life position in Q4 2022.
  • Enterprise Products Partners made up 0.15% of CFO4Life's portfolio in Q4 2022, its #78 holding.
  • CFO4Life first reported a position in Enterprise Products Partners in Q4 2014 and has held it in 10 quarters since.
  • 1,175 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2022.

Based on CFO4Life's 13F filing for Q4 2022, filed 11 Jan 2023.