Householder Group Estate & Retirement Specialist’s Enterprise Products Partners EPD Stock Holding History

Householder Group Estate & Retirement Specialist’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	$16K	Sell	525 -4,944	-90%	-$152K	0.01%	309
2024 Q3	$159K	Buy	5,469 +584	+12%	+$17.1K	0.05%	290
2024 Q2	$141K	Sell	4,885 -644	-12%	-$18.5K	0.04%	291
2024 Q1	$161K	Buy	5,529 +198	+4%	+$5.44K	0.05%	272
2023 Q4	$140K	Sell	5,331 -1,933	-27%	-$51.5K	0.05%	285
2023 Q3	$199K	Buy	+7,264	New	+$194K	0.07%	221
2023 Q1	$178K	Buy	+6,874	New	+$177K	0.07%	212
2022 Q4	–	Sell	-7,007	Closed	-$166K	–	530
2022 Q3	$166K	Buy	+7,007	New	+$181K	0.07%	196

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's EPD Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Enterprise Products Partners (EPD) stake by 90% in Q4 2024, selling an estimated $152K and leaving 525 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #309.

Householder Group Estate & Retirement Specialist first reported a position in EPD in Q3 2022 and has held it in 8 quarters since. The position peaked at $199K in Q3 2023. 1,442 funds tracked by Wall St. Rank hold EPD as of Q4 2024.

Householder Group Estate & Retirement Specialist held 525 shares of Enterprise Products Partners worth $16K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 4,944 Enterprise Products Partners shares in Q4 2024, an estimated $152K.
Enterprise Products Partners made up 0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #309 holding.
Householder Group Estate & Retirement Specialist first reported a position in Enterprise Products Partners in Q3 2022 and has held it in 8 quarters since.
Householder Group Estate & Retirement Specialist's Enterprise Products Partners position peaked at $199K in Q3 2023.
1,442 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.