Herold Advisors’s Enterprise Products Partners EPD Stock Holding History

Herold Advisors’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
2022 Q2	–	Sell	-1,300	Closed	-$33.6K	–	321
2022 Q1	$33.6K	Buy	+1,300	New	+$31.6K	0.01%	437
2021 Q4	–	Sell	-1,300	Closed	-$28K	–	317
2021 Q3	$28K	Buy	+1,300	New	+$29.5K	0.01%	468

Other funds holding EPD

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

Marquard & Bahls Hamburg, Germany $677M AUM 9.39% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 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

EIP

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

Herold Advisors's EPD Position: Q2 2022 in Review

Herold Advisors sold out of Enterprise Products Partners (EPD) in Q2 2022, closing a stake of 1,300 shares — an estimated $33.6K sold.

Herold Advisors first reported a position in EPD in Q3 2021 and held it in 2 quarters. The position peaked at $33.6K in Q1 2022. 1,143 funds tracked by Wall St. Rank hold EPD as of Q2 2022.

Herold Advisors reported no remaining Enterprise Products Partners position as of Q2 2022 after selling out during the quarter.
Herold Advisors sold 1,300 Enterprise Products Partners shares in Q2 2022, an estimated $33.6K.
Herold Advisors first reported a position in Enterprise Products Partners in Q3 2021 and held it in 2 quarters.
Herold Advisors's Enterprise Products Partners position peaked at $33.6K in Q1 2022.
1,143 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.