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Lee, Danner & Bass’s Enterprise Products Partners EPD Stock Holding History

Lee, Danner & Bass’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
-914
Closed -$28.7K – 361
2024
Q4 		$28.7K Buy
+914
New +$28.1K ﹤0.01% 417

Other funds holding EPD

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

Lee, Danner & Bass's EPD Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Enterprise Products Partners (EPD) in Q1 2025, closing a stake of 914 shares — an estimated $28.7K sold.

Lee, Danner & Bass first reported a position in EPD in Q4 2024 and held it in 1 quarter. The position peaked at $28.7K in Q4 2024. 1,474 funds tracked by Wall St. Rank hold EPD as of Q1 2025.

  • Lee, Danner & Bass reported no remaining Enterprise Products Partners position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 914 Enterprise Products Partners shares in Q1 2025, an estimated $28.7K.
  • Lee, Danner & Bass first reported a position in Enterprise Products Partners in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's Enterprise Products Partners position peaked at $28.7K in Q4 2024.
  • 1,474 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.