IF
EPD icon

Insight Folios’s Enterprise Products Partners EPD Stock Holding History

Insight Folios’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 		$8.09M Buy
277,867
+13,793
+5% +$403K 2.89% 13
2024
Q2 		$7.65M Buy
264,074
+3,263
+1% +$93.6K 3.14% 4
2024
Q1 		$7.61M Sell
260,811
-12,908
-5% -$354K 3.08% 5
2023
Q4 		$7.21M Buy
273,719
+9,364
+4% +$249K 3.12% 7
2023
Q3 		$7.24M Sell
264,355
-29,729
-10% -$795K 3.54% 4
2023
Q2 		$7.75M Buy
294,084
+32,603
+12% +$852K 3.25% 6
2023
Q1 		$6.77M Buy
261,481
+9,102
+4% +$234K 3% 10
2022
Q4 		$6.09M Buy
252,379
+2,386
+1% +$58.7K 2.75% 19
2022
Q3 		$5.95M Buy
249,993
+7,981
+3% +$206K 3.03% 12
2022
Q2 		$5.9M Buy
242,012
+15,286
+7% +$402K 2.8% 15
2022
Q1 		$5.86M Buy
226,726
+14,193
+7% +$345K 2.61% 17
2021
Q4 		$4.67M Buy
212,533
+6,557
+3% +$147K 2.19% 27
2021
Q3 		$4.46M Buy
205,976
+16,889
+9% +$384K 2.45% 25
2021
Q2 		$4.56M Buy
189,087
+7,762
+4% +$184K 2.68% 18
2021
Q1 		$3.99M Buy
181,325
+1,631
+0.9% +$35.9K 2.73% 22
2020
Q4 		$3.52M Buy
179,694
+15,471
+9% +$288K 2.61% 22
2020
Q3 		$2.59M Buy
164,223
+8,867
+6% +$155K 2.4% 26
2020
Q2 		$2.82M Buy
155,356
+18,656
+14% +$334K 2.71% 28
2020
Q1 		$1.96M Buy
136,700
+16,724
+14% +$388K 2.24% 26
2019
Q4 		$3.38M Buy
+119,976
New +$3.25M 3% 21

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Neuberger Berman Group
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Insight Folios's EPD Position: Q3 2024 in Review

Insight Folios increased its Enterprise Products Partners (EPD) stake by 5.2% in Q3 2024, buying an estimated $403K and bringing the position to 277,867 shares worth $8.09M. The position accounts for 2.89% of the portfolio, ranked #13.

Insight Folios first reported a position in EPD in Q4 2019 and has held it in 20 quarters since. 1,355 funds tracked by Wall St. Rank hold EPD as of Q3 2024.

  • Insight Folios held 277,867 shares of Enterprise Products Partners worth $8.09M as of Q3 2024.
  • Insight Folios bought 13,793 Enterprise Products Partners shares in Q3 2024, an estimated $403K.
  • Enterprise Products Partners made up 2.89% of Insight Folios's portfolio in Q3 2024, its #13 holding.
  • Insight Folios first reported a position in Enterprise Products Partners in Q4 2019 and has held it in 20 quarters since.
  • 1,355 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2024.

Based on Insight Folios's 13F filing for Q3 2024, filed 24 Oct 2024.