Laurie J. Hall Trustee’s Enterprise Products Partners EPD Stock Holding History

Laurie J. Hall Trustee’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
2025 Q1	–	Sell	-3,200	Closed	-$100K	–	154
2024 Q4	$100K	Hold	3,200	–	–	0.03%	153
2024 Q3	$93K	Hold	3,200	–	–	0.03%	164
2024 Q2	$93K	Hold	3,200	–	–	0.03%	147
2024 Q1	$93K	Hold	3,200	–	–	0.03%	148
2023 Q4	$84K	Hold	3,200	–	–	0.03%	149
2023 Q3	$88K	Hold	3,200	–	–	0.04%	144
2023 Q2	$84K	Hold	3,200	–	–	0.03%	147
2023 Q1	$83K	Hold	3,200	–	–	0.04%	148
2022 Q4	$77K	Hold	3,200	–	–	0.03%	147
2022 Q3	$76K	Hold	3,200	–	–	0.04%	148
2022 Q2	$78K	Hold	3,200	–	–	0.04%	150
2022 Q1	$83K	Hold	3,200	–	–	0.03%	149
2021 Q4	$70K	Hold	3,200	–	–	0.02%	168
2021 Q3	$69K	Hold	3,200	–	–	0.03%	173
2021 Q2	$77K	Hold	3,200	–	–	0.03%	168
2021 Q1	$70K	Hold	3,200	–	–	0.03%	174
2020 Q4	$63K	Hold	3,200	–	–	0.03%	181
2020 Q3	$51K	Buy	+3,200	New	+$56.1K	0.02%	175
2019 Q4	$90K	Hold	3,200	–	–	0.04%	146
2019 Q3	$91K	Hold	3,200	–	–	0.05%	145
2019 Q2	$92K	Hold	3,200	–	–	0.05%	147
2019 Q1	$93K	Hold	3,200	–	–	0.05%	146
2018 Q4	$89K	Hold	3,200	–	–	0.05%	140
2018 Q3	$92K	Hold	3,200	–	–	0.05%	159
2018 Q2	$89K	Hold	3,200	–	–	0.05%	160
2018 Q1	$78K	Hold	3,200	–	–	0.05%	154
2017 Q4	$85K	Buy	+3,200	New	+$81K	0.05%	161

Other funds holding EPD

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Laurie J. Hall Trustee's EPD Position: Q1 2025 in Review

Laurie J. Hall Trustee sold out of Enterprise Products Partners (EPD) in Q1 2025, closing a stake of 3,200 shares — an estimated $100K sold.

Laurie J. Hall Trustee first reported a position in EPD in Q4 2017 and held it in 27 quarters. The position peaked at $100K in Q4 2024. 1,474 funds tracked by Wall St. Rank hold EPD as of Q1 2025.

Laurie J. Hall Trustee reported no remaining Enterprise Products Partners position as of Q1 2025 after selling out during the quarter.
Laurie J. Hall Trustee sold 3,200 Enterprise Products Partners shares in Q1 2025, an estimated $100K.
Laurie J. Hall Trustee first reported a position in Enterprise Products Partners in Q4 2017 and held it in 27 quarters.
Laurie J. Hall Trustee's Enterprise Products Partners position peaked at $100K in Q4 2024.
1,474 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2025.

Based on Laurie J. Hall Trustee's 13F filing for Q1 2025, filed 15 May 2025.