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GYL Financial Synergies’s Enterprise Products Partners EPD Stock Holding History

GYL Financial Synergies’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
Q3 		$240K Sell
8,251
-949
-10% -$27.7K 0.02% 331
2024
Q2 		$267K Sell
9,200
-50
-0.5% -$1.43K 0.02% 310
2024
Q1 		$270K Sell
9,250
-3,450
-27% -$94.7K 0.02% 311
2023
Q4 		$335K Buy
12,700
+53
+0.4% +$1.41K 0.03% 277
2023
Q3 		$346K Sell
12,647
-44
-0.3% -$1.18K 0.03% 269
2023
Q2 		$334K Sell
12,691
-16,137
-56% -$422K 0.03% 274
2023
Q1 		$747K Buy
28,828
+15,108
+110% +$388K 0.09% 150
2022
Q4 		$331K Buy
13,720
+649
+5% +$16K 0.07% 167
2022
Q3 		$311K Sell
13,071
-55
-0.4% -$1.42K 0.08% 148
2022
Q2 		$320K Sell
13,126
-456
-3% -$12K 0.09% 144
2022
Q1 		$351K Sell
13,582
-111
-0.8% -$2.69K 0.08% 144
2021
Q4 		$301K Buy
13,693
+2
+0% +$45 0.08% 166
2021
Q3 		$296K Sell
13,691
-145
-1% -$3.29K 0.15% 145
2021
Q2 		$334K Buy
13,836
+1
+0% +$24 0.17% 136
2021
Q1 		$305K Buy
13,835
+3
+0% +$66 0.17% 139
2020
Q4 		$271K Buy
13,832
+2
+0% +$37 0.16% 138
2020
Q3 		$218K Buy
13,830
+2,046
+17% +$35.8K 0.14% 144
2020
Q2 		$214K Sell
11,784
-451
-4% -$8.06K 0.15% 141
2020
Q1 		$175K Sell
12,235
-2,150
-15% -$49.9K 0.11% 139
2019
Q4 		$405K Hold
14,385
– – 0.18% 93
2019
Q3 		$411K Hold
14,385
– – 0.2% 92
2019
Q2 		$415K Buy
14,385
+200
+1% +$5.76K 0.22% 80
2019
Q1 		$413K Buy
14,185
+2,581
+22% +$72.1K 0.23% 79
2018
Q4 		$285K Buy
+11,604
New +$311K 0.21% 97

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GYL Financial Synergies's EPD Position: Q3 2024 in Review

GYL Financial Synergies reduced its Enterprise Products Partners (EPD) stake by 10% in Q3 2024, selling an estimated $27.7K and leaving 8,251 shares worth $240K. The position accounts for 0.02% of the portfolio, ranked #331.

GYL Financial Synergies first reported a position in EPD in Q4 2018 and has held it in 24 quarters since. The position peaked at $747K in Q1 2023. 1,357 funds tracked by Wall St. Rank hold EPD as of Q3 2024.

  • GYL Financial Synergies held 8,251 shares of Enterprise Products Partners worth $240K as of Q3 2024.
  • GYL Financial Synergies sold 949 Enterprise Products Partners shares in Q3 2024, an estimated $27.7K.
  • Enterprise Products Partners made up 0.02% of GYL Financial Synergies's portfolio in Q3 2024, its #331 holding.
  • GYL Financial Synergies first reported a position in Enterprise Products Partners in Q4 2018 and has held it in 24 quarters since.
  • GYL Financial Synergies's Enterprise Products Partners position peaked at $747K in Q1 2023.
  • 1,357 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.