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Donoghue Forlines’s Enterprise Products Partners EPD Stock Holding History

Donoghue Forlines’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 		– Sell
-21,974
Closed -$641K – 237
2024
Q1 		$641K Sell
21,974
-6,047
-22% -$166K 0.18% 139
2023
Q4 		$738K Buy
28,021
+1,777
+7% +$47.3K 0.23% 102
2023
Q3 		$718K Buy
26,244
+1,604
+7% +$42.9K 0.26% 115
2023
Q2 		$649K Buy
+24,640
New +$644K 0.2% 105
2023
Q1 		– Sell
-38,347
Closed -$925K – 232
2022
Q4 		$925K Buy
38,347
+19,052
+99% +$469K 0.33% 106
2022
Q3 		$459K Sell
19,295
-26,185
-58% -$676K 0.17% 105
2022
Q2 		$1.11M Buy
+45,480
New +$1.2M 0.29% 75
2022
Q1 		– Sell
-41,353
Closed -$908K – 274
2021
Q4 		$908K Buy
+41,353
New +$928K 0.15% 143

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

Donoghue Forlines's EPD Position: Q2 2024 in Review

Donoghue Forlines sold out of Enterprise Products Partners (EPD) in Q2 2024, closing a stake of 21,974 shares — an estimated $641K sold.

Donoghue Forlines first reported a position in EPD in Q4 2021 and held it in 8 quarters. The position peaked at $1.11M in Q2 2022. 1,322 funds tracked by Wall St. Rank hold EPD as of Q2 2024.

  • Donoghue Forlines reported no remaining Enterprise Products Partners position as of Q2 2024 after selling out during the quarter.
  • Donoghue Forlines sold 21,974 Enterprise Products Partners shares in Q2 2024, an estimated $641K.
  • Donoghue Forlines first reported a position in Enterprise Products Partners in Q4 2021 and held it in 8 quarters.
  • Donoghue Forlines's Enterprise Products Partners position peaked at $1.11M in Q2 2022.
  • 1,322 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2024.

Based on Donoghue Forlines's 13F filing for Q2 2024, filed 6 Aug 2024.