Crewe Advisors’s Enterprise Products Partners EPD Stock Holding History

Crewe 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 Q4	–	Sell	-15	Closed	-$437	–	698
2024 Q3	$437	Sell	15 -3,908	-100%	-$114K	﹤0.01%	673
2024 Q2	$114K	Hold	3,923	–	–	0.01%	250
2024 Q1	$114K	Buy	3,923 +3,908	+26,053%	+$107K	0.01%	255
2023 Q4	$396	Hold	15	–	–	﹤0.01%	332
2023 Q3	$411	Hold	15	–	–	﹤0.01%	400
2023 Q2	$396	Hold	15	–	–	﹤0.01%	651
2023 Q1	$389	Hold	15	–	–	﹤0.01%	785
2022 Q4	$362	Hold	15	–	–	﹤0.01%	981
2022 Q3	$0	Hold	15	–	–	﹤0.01%	1251
2022 Q2	$0	Hold	15	–	–	﹤0.01%	1142
2022 Q1	$0	Hold	15	–	–	﹤0.01%	479
2021 Q4	$0	Hold	15	–	–	﹤0.01%	420
2021 Q3	$0	Hold	15	–	–	﹤0.01%	417
2021 Q2	$0	Hold	15	–	–	﹤0.01%	463
2021 Q1	$0	Hold	15	–	–	﹤0.01%	466
2020 Q4	$0	Buy	+15	New	+$279	﹤0.01%	518

Other funds holding EPD

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

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

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

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

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

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Crewe Advisors's EPD Position: Q4 2024 in Review

Crewe Advisors sold out of Enterprise Products Partners (EPD) in Q4 2024, closing a stake of 15 shares — an estimated $437 sold.

Crewe Advisors first reported a position in EPD in Q4 2020 and held it in 16 quarters. The position peaked at $114K in Q1 2024. 1,441 funds tracked by Wall St. Rank hold EPD as of Q4 2024.

Crewe Advisors reported no remaining Enterprise Products Partners position as of Q4 2024 after selling out during the quarter.
Crewe Advisors sold 15 Enterprise Products Partners shares in Q4 2024, an estimated $437.
Crewe Advisors first reported a position in Enterprise Products Partners in Q4 2020 and held it in 16 quarters.
Crewe Advisors's Enterprise Products Partners position peaked at $114K in Q1 2024.
1,441 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2024.

Based on Crewe Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.