Institutional & Family Asset Management’s Enterprise Products Partners EPD Stock Holding History

Institutional & Family Asset Management’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 Q2	$3.64M	Buy	125,559 +5,660	+5%	+$162K	0.56%	65
2024 Q1	$3.5M	Buy	119,899 +7,741	+7%	+$213K	0.56%	65
2023 Q4	$2.96M	Buy	112,158 +507	+0.5%	+$13.5K	0.49%	65
2023 Q3	$3.06M	Buy	111,651 +4,872	+5%	+$130K	0.5%	66
2023 Q2	$2.81M	Buy	106,779 +21,182	+25%	+$554K	0.46%	67
2023 Q1	$2.22M	Buy	85,597 +28,738	+51%	+$738K	0.37%	71
2022 Q4	$1.37M	Buy	56,859 +287	+0.5%	+$7.07K	0.23%	79
2022 Q3	$1.34M	Buy	56,572 +42	+0.1%	+$1.08K	0.24%	77
2022 Q2	$1.38M	Buy	56,530 +425	+0.8%	+$11.2K	0.24%	76
2022 Q1	$1.45M	Sell	56,105 -9,560	-15%	-$232K	0.23%	83
2021 Q4	$1.44M	Buy	65,665 +660	+1%	+$14.8K	0.22%	84
2021 Q3	$1.41M	Buy	65,005 +673	+1%	+$15.3K	0.23%	83
2021 Q2	$1.55M	Buy	64,332 +3,345	+5%	+$79.2K	0.26%	84
2021 Q1	$1.34M	Sell	60,987 -9,464	-13%	-$208K	0.26%	81
2020 Q4	$1.38M	Buy	70,451 +636	+0.9%	+$11.8K	0.29%	81
2020 Q3	$1.1M	Buy	69,815 +641	+0.9%	+$11.2K	0.26%	83
2020 Q2	$1.26M	Buy	69,174 +3,825	+6%	+$68.4K	0.26%	82
2020 Q1	$934K	Buy	65,349 +1,314	+2%	+$30.5K	0.22%	82
2019 Q4	$1.8M	Sell	64,035 -7,528	-11%	-$204K	0.38%	74
2019 Q3	$2.04M	Sell	71,563 -6,827	-9%	-$199K	0.45%	72
2019 Q2	$2.26M	Buy	78,390 +407	+0.5%	+$11.7K	0.49%	72
2019 Q1	$2.27M	Sell	77,983 -4,005	-5%	-$112K	0.48%	76
2018 Q4	$2.02M	Buy	81,988 +6,305	+8%	+$169K	0.45%	75
2018 Q3	$2.17M	Buy	75,683 +17,830	+31%	+$515K	0.43%	75
2018 Q2	$1.6M	Buy	57,853 +47,200	+443%	+$1.29M	0.33%	78
2018 Q1	$261K	Hold	10,653	–	–	0.06%	152
2017 Q4	$282K	Hold	10,653	–	–	0.05%	143
2017 Q3	$278K	Sell	10,653 -275	-3%	-$7.27K	0.06%	155
2017 Q2	$296K	Buy	10,928 +275	+3%	+$7.45K	0.07%	111
2017 Q1	$294K	Buy	10,653 +160	+2%	+$4.47K	0.09%	112
2016 Q4	$284K	Buy	10,493 +176	+2%	+$4.58K	0.09%	112
2016 Q3	$285K	Buy	10,317 +157	+2%	+$4.34K	0.09%	105
2016 Q2	$297K	Buy	+10,160	New	+$273K	0.1%	100

Other funds holding EPD

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Blackstone Inc New York $25.6B AUM 26.83% 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

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

EIP

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

Institutional & Family Asset Management's EPD Position: Q2 2024 in Review

Institutional & Family Asset Management increased its Enterprise Products Partners (EPD) stake by 4.7% in Q2 2024, buying an estimated $162K and bringing the position to 125,559 shares worth $3.64M. The position accounts for 0.56% of the portfolio, ranked #65.

Institutional & Family Asset Management first reported a position in EPD in Q2 2016 and has held it in 33 quarters since. 1,322 funds tracked by Wall St. Rank hold EPD as of Q2 2024.

Institutional & Family Asset Management held 125,559 shares of Enterprise Products Partners worth $3.64M as of Q2 2024.
Institutional & Family Asset Management bought 5,660 Enterprise Products Partners shares in Q2 2024, an estimated $162K.
Enterprise Products Partners made up 0.56% of Institutional & Family Asset Management's portfolio in Q2 2024, its #65 holding.
Institutional & Family Asset Management first reported a position in Enterprise Products Partners in Q2 2016 and has held it in 33 quarters since.
1,322 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.