FourThought Financial’s Enterprise Products Partners EPD Stock Holding History

FourThought Financial’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
2022 Q3	$1.81M	Buy	76,103 +25,632	+51%	+$661K	0.27%	84
2022 Q2	$1.23M	Sell	50,471 -5,558	-10%	-$146K	0.18%	102
2022 Q1	$1.45M	Sell	56,029 -12,541	-18%	-$304K	0.18%	102
2021 Q4	$1.51M	Sell	68,570 -28,510	-29%	-$639K	0.19%	100
2021 Q3	$2.1M	Sell	97,080 -1,045	-1%	-$23.7K	0.28%	76
2021 Q2	$2.37M	Sell	98,125 -11,993	-11%	-$284K	0.32%	70
2021 Q1	$2.42M	Buy	110,118 +5,840	+6%	+$128K	0.35%	62
2020 Q4	$2.04M	Buy	+104,278	New	+$1.94M	0.33%	62

Other funds holding EPD

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

Marquard & Bahls Hamburg, Germany $677M AUM 9.39% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

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

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

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

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

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

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

FourThought Financial's EPD Position: Q3 2022 in Review

FourThought Financial increased its Enterprise Products Partners (EPD) stake by 51% in Q3 2022, buying an estimated $661K and bringing the position to 76,103 shares worth $1.81M. The position accounts for 0.27% of the portfolio, ranked #84.

FourThought Financial first reported a position in EPD in Q4 2020 and has held it in 8 quarters since. The position peaked at $2.42M in Q1 2021. 1,129 funds tracked by Wall St. Rank hold EPD as of Q3 2022.

FourThought Financial held 76,103 shares of Enterprise Products Partners worth $1.81M as of Q3 2022.
FourThought Financial bought 25,632 Enterprise Products Partners shares in Q3 2022, an estimated $661K.
Enterprise Products Partners made up 0.27% of FourThought Financial's portfolio in Q3 2022, its #84 holding.
FourThought Financial first reported a position in Enterprise Products Partners in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Enterprise Products Partners position peaked at $2.42M in Q1 2021.
1,129 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.