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Clear Rock Advisors’s Enterprise Products Partners EPD Stock Holding History

Clear Rock 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
2024
Q2 		$2.07M Buy
71,273
+5,830
+9% +$167K 0.88% 39
2024
Q1 		$1.91M Hold
65,443
– – 0.83% 40
2023
Q4 		$1.72M Buy
+65,443
New +$1.74M 0.78% 40

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Clear Rock Advisors's EPD Position: Q2 2024 in Review

Clear Rock Advisors increased its Enterprise Products Partners (EPD) stake by 8.9% in Q2 2024, buying an estimated $167K and bringing the position to 71,273 shares worth $2.07M. The position accounts for 0.88% of the portfolio, ranked #39.

Clear Rock Advisors first reported a position in EPD in Q4 2023 and has held it in 3 quarters since. 1,322 funds tracked by Wall St. Rank hold EPD as of Q2 2024.

  • Clear Rock Advisors held 71,273 shares of Enterprise Products Partners worth $2.07M as of Q2 2024.
  • Clear Rock Advisors bought 5,830 Enterprise Products Partners shares in Q2 2024, an estimated $167K.
  • Enterprise Products Partners made up 0.88% of Clear Rock Advisors's portfolio in Q2 2024, its #39 holding.
  • Clear Rock Advisors first reported a position in Enterprise Products Partners in Q4 2023 and has held it in 3 quarters since.
  • 1,322 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2024.

Based on Clear Rock Advisors's 13F filing for Q2 2024, filed 3 Sep 2024.