Empirical Asset Management’s Crestwood Equity Partners LP CEQP Stock Holding History

Empirical Asset Management’s Portfolio CEQP Stock Details CEQP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-19,608	Closed	-$574K	–	209
2023 Q3	$574K	Buy	19,608 +487	+3%	+$13.7K	0.5%	73
2023 Q2	$506K	Buy	19,121 +535	+3%	+$13.6K	0.45%	81
2023 Q1	$463K	Sell	18,586 -1,533	-8%	-$39.5K	0.44%	81
2022 Q4	$527K	Buy	20,119 +439	+2%	+$12.7K	0.55%	67
2022 Q3	$547K	Buy	19,680 +485	+3%	+$12.9K	0.6%	60
2022 Q2	$462K	Buy	19,195 +1,904	+11%	+$54.7K	0.49%	67
2022 Q1	$517K	Buy	17,291 +383	+2%	+$11.2K	0.49%	72
2021 Q4	$466K	Buy	+16,908	New	+$471K	0.45%	84

Other funds holding CEQP

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

Empirical Asset Management's CEQP Position: Q4 2023 in Review

Empirical Asset Management sold out of Crestwood Equity Partners LP (CEQP) in Q4 2023, closing a stake of 19,608 shares — an estimated $574K sold.

Empirical Asset Management first reported a position in CEQP in Q4 2021 and held it in 8 quarters. The position peaked at $574K in Q3 2023. 2 funds tracked by Wall St. Rank hold CEQP as of Q4 2023.

Empirical Asset Management reported no remaining Crestwood Equity Partners LP position as of Q4 2023 after selling out during the quarter.
Empirical Asset Management sold 19,608 Crestwood Equity Partners LP shares in Q4 2023, an estimated $574K.
Empirical Asset Management first reported a position in Crestwood Equity Partners LP in Q4 2021 and held it in 8 quarters.
Empirical Asset Management's Crestwood Equity Partners LP position peaked at $574K in Q3 2023.
2 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q4 2023.

Based on Empirical Asset Management's 13F filing for Q4 2023, filed 12 Jan 2024.