Fernwood Investment Management’s Enterprise Products Partners EPD Stock Holding History

Fernwood Investment Management’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	$206K	Buy	+6,575	New	+$202K	0.07%	157
2024 Q2	–	Sell	-6,775	Closed	-$198K	–	340
2024 Q1	$198K	Buy	+6,775	New	+$186K	0.06%	195
2014 Q4	–	Sell	-5,308	Closed	-$214K	–	112
2014 Q3	$214K	Sell	5,308 -1,400	-21%	-$54.9K	0.18%	99
2014 Q2	$263K	Hold	6,708	–	–	0.22%	96
2014 Q1	$233K	Hold	6,708	–	–	0.22%	100
2013 Q4	$222K	Buy	+6,708	New	+$209K	0.15%	130

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

Fernwood Investment Management's EPD Position: Q4 2024 in Review

Fernwood Investment Management opened a new position in Enterprise Products Partners (EPD) in Q4 2024: 6,575 shares worth $206K. The stake represents 0.07% of the portfolio and ranks #157 among its holdings. This is a return to the name: Fernwood Investment Management previously reported a position in EPD as recently as Q1 2024.

Fernwood Investment Management first reported a position in EPD in Q4 2013 and has held it in 6 quarters since. The position peaked at $263K in Q2 2014. 1,441 funds tracked by Wall St. Rank hold EPD as of Q4 2024.

Fernwood Investment Management held 6,575 shares of Enterprise Products Partners worth $206K as of Q4 2024.
Enterprise Products Partners was a new Fernwood Investment Management position in Q4 2024.
Enterprise Products Partners made up 0.07% of Fernwood Investment Management's portfolio in Q4 2024, its #157 holding.
Fernwood Investment Management first reported a position in Enterprise Products Partners in Q4 2013 and has held it in 6 quarters since.
Fernwood Investment Management's Enterprise Products Partners position peaked at $263K in Q2 2014.
1,441 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2024.

Based on Fernwood Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.