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

Horizon 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
2025 Q1	–	Sell	-49	Closed	-$1.53K	–	309
2024 Q4	$1.53K	Sell	49 -26	-35%	-$799	﹤0.01%	186
2024 Q3	$2.19K	Buy	75 +1	+1%	+$29	﹤0.01%	174
2024 Q2	$2.14K	Buy	74 +3	+4%	+$86	﹤0.01%	169
2024 Q1	$2.07K	Buy	+71	New	+$1.95K	﹤0.01%	177

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

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

TCA

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Horizon Financial Services's EPD Position: Q1 2025 in Review

Horizon Financial Services sold out of Enterprise Products Partners (EPD) in Q1 2025, closing a stake of 49 shares — an estimated $1.53K sold.

Horizon Financial Services first reported a position in EPD in Q1 2024 and held it in 4 quarters. The position peaked at $2.19K in Q3 2024. 1,474 funds tracked by Wall St. Rank hold EPD as of Q1 2025.

Horizon Financial Services reported no remaining Enterprise Products Partners position as of Q1 2025 after selling out during the quarter.
Horizon Financial Services sold 49 Enterprise Products Partners shares in Q1 2025, an estimated $1.53K.
Horizon Financial Services first reported a position in Enterprise Products Partners in Q1 2024 and held it in 4 quarters.
Horizon Financial Services's Enterprise Products Partners position peaked at $2.19K in Q3 2024.
1,474 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2025.

Based on Horizon Financial Services's 13F filing for Q1 2025, filed 28 Apr 2025.