GIM
CEQP

Groesbeck Investment Management’s Crestwood Equity Partners LP CEQP Stock Holding History

Groesbeck Investment 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
-7,839
Closed -$229K – 85
2023
Q3 		$229K Hold
7,839
– – 0.35% 76
2023
Q2 		$208K Sell
7,839
-2,143
-21% -$54.4K 0.32% 80
2023
Q1 		$249K Hold
9,982
– – 0.37% 73
2022
Q4 		$262K Buy
9,982
+182
+2% +$5.25K 0.44% 66
2022
Q3 		$236K Hold
9,800
– – 0.39% 79
2022
Q2 		$236K Hold
9,800
– – 0.39% 79
2022
Q1 		$293K Buy
+9,800
New +$288K 0.33% 92

Other funds holding CEQP

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return

Groesbeck Investment Management's CEQP Position: Q4 2023 in Review

Groesbeck Investment Management sold out of Crestwood Equity Partners LP (CEQP) in Q4 2023, closing a stake of 7,839 shares — an estimated $229K sold.

Groesbeck Investment Management first reported a position in CEQP in Q1 2022 and held it in 7 quarters. The position peaked at $293K in Q1 2022. 2 funds tracked by Wall St. Rank hold CEQP as of Q4 2023.

  • Groesbeck Investment Management reported no remaining Crestwood Equity Partners LP position as of Q4 2023 after selling out during the quarter.
  • Groesbeck Investment Management sold 7,839 Crestwood Equity Partners LP shares in Q4 2023, an estimated $229K.
  • Groesbeck Investment Management first reported a position in Crestwood Equity Partners LP in Q1 2022 and held it in 7 quarters.
  • Groesbeck Investment Management's Crestwood Equity Partners LP position peaked at $293K in Q1 2022.
  • 2 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q4 2023.

Based on Groesbeck Investment Management's 13F filing for Q4 2023, filed 31 Jan 2024.