LC
EPD icon

Lindbrook Capital’s Enterprise Products Partners EPD Stock Holding History

Lindbrook Capital’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 		$2.2M Sell
64,554
-17,064
-21% -$568K 0.2% 69
2024
Q4 		$2.56M Buy
81,618
+2,790
+4% +$85.7K 0.23% 61
2024
Q3 		$2.29M Buy
78,828
+3,062
+4% +$89.4K 0.2% 67
2024
Q2 		$2.2M Buy
75,766
+4,136
+6% +$119K 0.21% 69
2024
Q1 		$2.09M Buy
71,630
+787
+1% +$21.6K 0.2% 77
2023
Q4 		$1.87M Sell
70,843
-36
-0.1% -$959 0.19% 72
2023
Q3 		$1.94M Buy
70,879
+3,194
+5% +$85.4K 0.22% 69
2023
Q2 		$1.78M Sell
67,685
-10,518
-13% -$275K 0.19% 78
2023
Q1 		$2.03M Sell
78,203
-3,470
-4% -$89.1K 0.24% 65
2022
Q4 		$1.97M Buy
81,673
+2,243
+3% +$55.2K 0.24% 70
2022
Q3 		$1.89M Buy
79,430
+9,367
+13% +$242K 0.32% 37
2022
Q2 		$1.71M Sell
70,063
-1,493
-2% -$39.3K 0.28% 44
2022
Q1 		$1.85M Buy
71,556
+15,525
+28% +$377K 0.29% 44
2021
Q4 		$1.23M Buy
+56,031
New +$1.26M 0.19% 68
2020
Q4 		– Sell
-1,755
Closed -$28K – 1801
2020
Q3 		$28K Sell
1,755
-6,726
-79% -$118K 0.01% 504
2020
Q2 		$154K Sell
8,481
-575
-6% -$10.3K 0.05% 146
2020
Q1 		$130K Buy
9,056
+1,120
+14% +$26K 0.05% 152
2019
Q4 		$223K Buy
7,936
+640
+9% +$17.3K 0.08% 129
2019
Q3 		$209K Hold
7,296
– – 0.08% 125
2019
Q2 		$210K Buy
7,296
+240
+3% +$6.92K 0.08% 127
2019
Q1 		$205K Buy
7,056
+420
+6% +$11.7K 0.08% 128
2018
Q4 		$163K Buy
+6,636
New +$178K 0.08% 131

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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

Lindbrook Capital's EPD Position: Q1 2025 in Review

Lindbrook Capital reduced its Enterprise Products Partners (EPD) stake by 21% in Q1 2025, selling an estimated $568K and leaving 64,554 shares worth $2.2M. The position accounts for 0.2% of the portfolio, ranked #69.

Lindbrook Capital first reported a position in EPD in Q4 2018 and has held it in 22 quarters since. The position peaked at $2.56M in Q4 2024. 1,474 funds tracked by Wall St. Rank hold EPD as of Q1 2025.

  • Lindbrook Capital held 64,554 shares of Enterprise Products Partners worth $2.2M as of Q1 2025.
  • Lindbrook Capital sold 17,064 Enterprise Products Partners shares in Q1 2025, an estimated $568K.
  • Enterprise Products Partners made up 0.2% of Lindbrook Capital's portfolio in Q1 2025, its #69 holding.
  • Lindbrook Capital first reported a position in Enterprise Products Partners in Q4 2018 and has held it in 22 quarters since.
  • Lindbrook Capital's Enterprise Products Partners position peaked at $2.56M in Q4 2024.
  • 1,474 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.