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Lehman & Derafelo Financial Resources’s Enterprise Products Partners EPD Stock Holding History

Lehman & Derafelo Financial Resources’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 		$2.5M Sell
103,770
-5,507
-5% -$136K 0.74% 20
2022
Q3 		$2.6M Buy
109,277
+770
+0.7% +$19.9K 0.82% 18
2022
Q2 		$2.64M Buy
108,507
+787
+0.7% +$20.7K 0.82% 19
2022
Q1 		$2.78M Buy
107,720
+2,093
+2% +$50.8K 0.77% 20
2021
Q4 		$2.32M Sell
105,627
-7,646
-7% -$172K 0.7% 24
2021
Q3 		$2.45M Buy
113,273
+18,729
+20% +$425K 0.8% 22
2021
Q2 		$2.28M Buy
94,544
+4,604
+5% +$109K 0.62% 29
2021
Q1 		$1.98M Buy
89,940
+25,750
+40% +$566K 0.56% 32
2020
Q4 		$1.26M Buy
64,190
+10,250
+19% +$191K 0.38% 43
2020
Q3 		$852K Sell
53,940
-300
-0.6% -$5.26K 0.27% 59
2020
Q2 		$986K Sell
54,240
-3,800
-7% -$68K 0.34% 57
2020
Q1 		$830K Sell
58,040
-400
-0.7% -$9.29K 0.35% 46
2019
Q4 		$1.65M Sell
58,440
-13,400
-19% -$363K 0.59% 33
2019
Q3 		$2.05M Buy
71,840
+1,000
+1% +$29.1K 0.79% 26
2019
Q2 		$2.08M Sell
70,840
-4,800
-6% -$138K 0.85% 24
2019
Q1 		$2.2M Sell
75,640
-2,450
-3% -$68.4K 0.95% 23
2018
Q4 		$1.92M Buy
+78,090
New +$2.09M 0.95% 23

Other funds holding EPD

MB
Marquard & Bahls Hamburg, Germany $677M AUM 9.39% 1-Year Est. Return
AA
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
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fayez Sarofim & Co
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

Lehman & Derafelo Financial Resources's EPD Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources reduced its Enterprise Products Partners (EPD) stake by 5% in Q4 2022, selling an estimated $136K and leaving 103,770 shares worth $2.5M. The position accounts for 0.74% of the portfolio, ranked #20.

Lehman & Derafelo Financial Resources first reported a position in EPD in Q4 2018 and has held it in 17 quarters since. The position peaked at $2.78M in Q1 2022. 1,174 funds tracked by Wall St. Rank hold EPD as of Q4 2022.

  • Lehman & Derafelo Financial Resources held 103,770 shares of Enterprise Products Partners worth $2.5M as of Q4 2022.
  • Lehman & Derafelo Financial Resources sold 5,507 Enterprise Products Partners shares in Q4 2022, an estimated $136K.
  • Enterprise Products Partners made up 0.74% of Lehman & Derafelo Financial Resources's portfolio in Q4 2022, its #20 holding.
  • Lehman & Derafelo Financial Resources first reported a position in Enterprise Products Partners in Q4 2018 and has held it in 17 quarters since.
  • Lehman & Derafelo Financial Resources's Enterprise Products Partners position peaked at $2.78M in Q1 2022.
  • 1,174 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.