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Grandview Asset Management’s Enterprise Products Partners EPD Stock Holding History

Grandview Asset 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
Q2 		– Sell
-13,340
Closed -$389K – 69
2024
Q1 		$389K Buy
13,340
+478
+4% +$13.1K 0.18% 78
2023
Q4 		$339K Sell
12,862
-72
-0.6% -$1.92K 0.18% 78
2023
Q3 		$354K Buy
+12,934
New +$346K 0.2% 77
2023
Q2 		– Sell
-16,778
Closed -$435K – 78
2023
Q1 		$435K Buy
16,778
+359
+2% +$9.22K 0.26% 74
2022
Q4 		$396K Buy
16,419
+6,110
+59% +$150K 0.25% 78
2022
Q3 		$245K Sell
10,309
-3,999
-28% -$103K 0.16% 100
2022
Q2 		$349K Buy
14,308
+28
+0.2% +$737 0.2% 90
2022
Q1 		$369K Buy
14,280
+28
+0.2% +$680 0.16% 103
2021
Q4 		$313K Buy
+14,252
New +$320K 0.13% 116
2021
Q3 		– Sell
-21,300
Closed -$514K – 83
2021
Q2 		$514K Buy
21,300
+1,300
+7% +$30.8K 0.28% 71
2021
Q1 		$440K Buy
20,000
+8,100
+68% +$178K 0.23% 91
2020
Q4 		$233K Buy
+11,900
New +$222K 0.15% 106

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

Grandview Asset Management's EPD Position: Q2 2024 in Review

Grandview Asset Management sold out of Enterprise Products Partners (EPD) in Q2 2024, closing a stake of 13,340 shares — an estimated $389K sold.

Grandview Asset Management first reported a position in EPD in Q4 2020 and held it in 12 quarters. The position peaked at $514K in Q2 2021. 1,322 funds tracked by Wall St. Rank hold EPD as of Q2 2024.

  • Grandview Asset Management reported no remaining Enterprise Products Partners position as of Q2 2024 after selling out during the quarter.
  • Grandview Asset Management sold 13,340 Enterprise Products Partners shares in Q2 2024, an estimated $389K.
  • Grandview Asset Management first reported a position in Enterprise Products Partners in Q4 2020 and held it in 12 quarters.
  • Grandview Asset Management's Enterprise Products Partners position peaked at $514K in Q2 2021.
  • 1,322 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2024.

Based on Grandview Asset Management's 13F filing for Q2 2024, filed 16 Jul 2024.