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HBC Financial Services’s Enterprise Products Partners EPD Stock Holding History

HBC Financial Services’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
Q4 		$84K Hold
2,700
– – 0.05% 59
2024
Q3 		$79K Buy
2,700
+400
+17% +$11.7K 0.05% 63
2024
Q2 		$68K Hold
2,300
– – 0.04% 61
2024
Q1 		$63K Hold
2,300
– – 0.04% 58
2023
Q4 		$60K Hold
2,300
– – 0.04% 58
2023
Q3 		$62K Sell
2,300
-200
-8% -$5.35K 0.05% 53
2023
Q2 		$66K Buy
+2,500
New +$65.3K 0.05% 56
2020
Q2 		– Hold
0
– – – 85
2020
Q1 		– Hold
0
– – – 84
2019
Q4 		– Hold
0
– – – 80

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

HBC Financial Services's EPD Position: Q4 2024 in Review

HBC Financial Services held its Enterprise Products Partners (EPD) position steady in Q4 2024 at 2,700 shares worth $84K. The position accounts for 0.05% of the portfolio, ranked #59.

HBC Financial Services first reported a position in EPD in Q2 2023 and has held it in 7 quarters since. 1,443 funds tracked by Wall St. Rank hold EPD as of Q4 2024.

  • HBC Financial Services held 2,700 shares of Enterprise Products Partners worth $84K as of Q4 2024.
  • HBC Financial Services left its Enterprise Products Partners share count unchanged in Q4 2024.
  • Enterprise Products Partners made up 0.05% of HBC Financial Services's portfolio in Q4 2024, its #59 holding.
  • HBC Financial Services first reported a position in Enterprise Products Partners in Q2 2023 and has held it in 7 quarters since.
  • 1,443 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2024.

Based on HBC Financial Services's 13F filing for Q4 2024, filed 16 Jan 2025.