Kelly Lawrence W & Associates’s Enterprise Products Partners EPD Stock Holding History

Kelly Lawrence W & Associates’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
2023 Q2	–	Sell	-283	Closed	-$7.33K	–	163
2023 Q1	$7.33K	Hold	283	–	–	﹤0.01%	141
2022 Q4	$6.83K	Sell	283 -284	-50%	-$6.99K	﹤0.01%	144
2022 Q3	$13K	Sell	567 -433	-43%	-$11.2K	﹤0.01%	143
2022 Q2	$24K	Sell	1,000 -125	-11%	-$3.29K	0.01%	138
2022 Q1	$29K	Hold	1,125	–	–	0.01%	127
2021 Q4	$25K	Buy	1,125 +125	+13%	+$2.8K	﹤0.01%	139
2021 Q3	$22K	Hold	1,000	–	–	﹤0.01%	138
2021 Q2	$24K	Hold	1,000	–	–	0.01%	138
2021 Q1	$22K	Buy	+1,000	New	+$22K	0.01%	133

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Kelly Lawrence W & Associates's EPD Position: Q2 2023 in Review

Kelly Lawrence W & Associates sold out of Enterprise Products Partners (EPD) in Q2 2023, closing a stake of 283 shares — an estimated $7.33K sold.

Kelly Lawrence W & Associates first reported a position in EPD in Q1 2021 and held it in 9 quarters. The position peaked at $29K in Q1 2022. 1,207 funds tracked by Wall St. Rank hold EPD as of Q2 2023.

Kelly Lawrence W & Associates reported no remaining Enterprise Products Partners position as of Q2 2023 after selling out during the quarter.
Kelly Lawrence W & Associates sold 283 Enterprise Products Partners shares in Q2 2023, an estimated $7.33K.
Kelly Lawrence W & Associates first reported a position in Enterprise Products Partners in Q1 2021 and held it in 9 quarters.
Kelly Lawrence W & Associates's Enterprise Products Partners position peaked at $29K in Q1 2022.
1,207 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2023.

Based on Kelly Lawrence W & Associates's 13F filing for Q2 2023, filed 14 Aug 2023.