Graves Light Lenhart Wealth’s Enterprise Products Partners EPD Stock Holding History

Graves Light Lenhart Wealth’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 Q1	–	Sell	-21,140	Closed	-$557K	–	186
2023 Q4	$557K	Buy	21,140 +10,550	+100%	+$281K	0.07%	103
2023 Q3	$286K	Buy	+10,590	New	+$283K	0.04%	141
2022 Q3	–	Sell	-2,620	Closed	-$64K	–	297
2022 Q2	$64K	Hold	2,620	–	–	0.01%	279
2022 Q1	$68K	Hold	2,620	–	–	0.01%	317
2021 Q4	$58K	Hold	2,620	–	–	0.01%	379
2021 Q3	$57K	Hold	2,620	–	–	0.01%	354
2021 Q2	$63K	Hold	2,620	–	–	0.01%	348
2021 Q1	$58K	Hold	2,620	–	–	0.01%	364
2020 Q4	$51K	Buy	+2,620	New	+$48.8K	0.01%	366

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

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

EIP

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Graves Light Lenhart Wealth's EPD Position: Q1 2024 in Review

Graves Light Lenhart Wealth sold out of Enterprise Products Partners (EPD) in Q1 2024, closing a stake of 21,140 shares — an estimated $557K sold.

Graves Light Lenhart Wealth first reported a position in EPD in Q4 2020 and held it in 9 quarters. The position peaked at $557K in Q4 2023. 1,320 funds tracked by Wall St. Rank hold EPD as of Q1 2024.

Graves Light Lenhart Wealth reported no remaining Enterprise Products Partners position as of Q1 2024 after selling out during the quarter.
Graves Light Lenhart Wealth sold 21,140 Enterprise Products Partners shares in Q1 2024, an estimated $557K.
Graves Light Lenhart Wealth first reported a position in Enterprise Products Partners in Q4 2020 and held it in 9 quarters.
Graves Light Lenhart Wealth's Enterprise Products Partners position peaked at $557K in Q4 2023.
1,320 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2024.

Based on Graves Light Lenhart Wealth's 13F filing for Q1 2024, filed 13 May 2024.