Investment Partners’s Enterprise Products Partners EPD Stock Holding History

Investment Partners’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 Q4	–	Sell	-8,857	Closed	-$211K	–	170
2022 Q3	$211K	Buy	+8,857	New	+$228K	0.06%	245
2016 Q4	–	Sell	-11,145	Closed	-$308K	–	132
2016 Q3	$308K	Buy	+11,145	New	+$308K	0.17%	128
2016 Q2	–	Sell	-11,145	Closed	-$285K	–	129
2016 Q1	$285K	Buy	+11,145	New	+$259K	0.19%	125

Other funds holding EPD

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

EIP

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

Investment Partners's EPD Position: Q4 2022 in Review

Investment Partners sold out of Enterprise Products Partners (EPD) in Q4 2022, closing a stake of 8,857 shares — an estimated $211K sold.

Investment Partners first reported a position in EPD in Q1 2016 and held it in 3 quarters. The position peaked at $308K in Q3 2016. 1,174 funds tracked by Wall St. Rank hold EPD as of Q4 2022.

Investment Partners reported no remaining Enterprise Products Partners position as of Q4 2022 after selling out during the quarter.
Investment Partners sold 8,857 Enterprise Products Partners shares in Q4 2022, an estimated $211K.
Investment Partners first reported a position in Enterprise Products Partners in Q1 2016 and held it in 3 quarters.
Investment Partners's Enterprise Products Partners position peaked at $308K in Q3 2016.
1,174 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2022.

Based on Investment Partners's 13F filing for Q4 2022, filed 18 Jan 2023.