Clean Yield Group’s Enterprise Products Partners EPD Stock Holding History

Clean Yield Group’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
2023 Q4	–	Sell	-799	Closed	-$21.9K	–	377
2023 Q3	$21.9K	Buy	+799	New	+$21.4K	0.01%	274

Other funds holding EPD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Marquard & Bahls Hamburg, Germany $677M AUM 9.39% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Clean Yield Group's EPD Position: Q4 2023 in Review

Clean Yield Group sold out of Enterprise Products Partners (EPD) in Q4 2023, closing a stake of 799 shares — an estimated $21.9K sold.

Clean Yield Group first reported a position in EPD in Q3 2023 and held it in 1 quarter. The position peaked at $21.9K in Q3 2023. 1,282 funds tracked by Wall St. Rank hold EPD as of Q4 2023.

Clean Yield Group reported no remaining Enterprise Products Partners position as of Q4 2023 after selling out during the quarter.
Clean Yield Group sold 799 Enterprise Products Partners shares in Q4 2023, an estimated $21.9K.
Clean Yield Group first reported a position in Enterprise Products Partners in Q3 2023 and held it in 1 quarter.
Clean Yield Group's Enterprise Products Partners position peaked at $21.9K in Q3 2023.
1,282 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2023.

Based on Clean Yield Group's 13F filing for Q4 2023, filed 24 Jan 2024.