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Edge Capital Group’s Enterprise Products Partners EPD Stock Holding History

Edge Capital 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
2024
Q4 		$1.85M Sell
3
-57,127
-100% -$1.75M 0.08% 133
2024
Q3 		$1.66M Sell
57,130
-4,460
-7% -$130K 0.07% 132
2024
Q2 		$1.78M Buy
61,590
+1,251
+2% +$35.9K 0.09% 130
2024
Q1 		$1.76M Sell
60,339
-92
-0.2% -$2.53K 0.09% 130
2023
Q4 		$1.59M Buy
60,431
+42
+0.1% +$1.12K 0.09% 136
2023
Q3 		$1.65M Sell
60,389
-3,001
-5% -$80.3K 0.11% 125
2023
Q2 		$1.67M Sell
63,390
-11,699
-16% -$306K 0.1% 142
2023
Q1 		$1.94M Buy
75,089
+13,010
+21% +$334K 0.12% 128
2022
Q4 		$1.5M Hold
62,079
– – 0.1% 117
2022
Q3 		$1.48M Buy
62,079
+62,029
+124,058% +$1.6M 0.12% 109
2022
Q2 		$1K Sell
50
-65,041
-100% -$1.71M ﹤0.01% 349
2022
Q1 		$1.68M Buy
65,091
+92
+0.1% +$2.23K 0.12% 114
2021
Q4 		$1.43M Buy
64,999
+3,956
+6% +$88.7K 0.1% 123
2021
Q3 		$1.32M Sell
61,043
-91
-0.1% -$2.07K 0.11% 118
2021
Q2 		$1.48M Sell
61,134
-1,000
-2% -$23.7K 0.12% 114
2021
Q1 		$1.37M Sell
62,134
-50,269
-45% -$1.11M 0.11% 115
2020
Q4 		$2.2M Sell
112,403
-12,737
-10% -$237K 0.19% 94
2020
Q3 		$1.98M Buy
125,140
+27,732
+28% +$486K 0.2% 85
2020
Q2 		$1.77M Buy
97,408
+5,970
+7% +$107K 0.19% 89
2020
Q1 		$1.31M Buy
91,438
+9,471
+12% +$220K 0.16% 97
2019
Q4 		$2.31M Buy
81,967
+4,555
+6% +$123K 0.22% 81
2019
Q3 		$2.21M Sell
77,412
-29,118
-27% -$848K 0.22% 81
2019
Q2 		$3.08M Sell
106,530
-3,737
-3% -$108K 0.3% 71
2019
Q1 		$3.21M Sell
110,267
-10,966
-9% -$306K 0.32% 67
2018
Q4 		$2.98M Buy
+121,233
New +$3.25M 0.32% 67

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Edge Capital Group's EPD Position: Q4 2024 in Review

Edge Capital Group reduced its Enterprise Products Partners (EPD) stake by 100% in Q4 2024, selling an estimated $1.75M and leaving 3 shares worth $1.85M. The position accounts for 0.08% of the portfolio, ranked #133.

Edge Capital Group first reported a position in EPD in Q4 2018 and has held it in 25 quarters since. The position peaked at $3.21M in Q1 2019. 1,441 funds tracked by Wall St. Rank hold EPD as of Q4 2024.

  • Edge Capital Group held 3 shares of Enterprise Products Partners worth $1.85M as of Q4 2024.
  • Edge Capital Group sold 57,127 Enterprise Products Partners shares in Q4 2024, an estimated $1.75M.
  • Enterprise Products Partners made up 0.08% of Edge Capital Group's portfolio in Q4 2024, its #133 holding.
  • Edge Capital Group first reported a position in Enterprise Products Partners in Q4 2018 and has held it in 25 quarters since.
  • Edge Capital Group's Enterprise Products Partners position peaked at $3.21M in Q1 2019.
  • 1,441 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.