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M&R Capital Management’s Enterprise Products Partners EPD Stock Holding History

M&R Capital Management’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
2024
Q3 		$80.5K Buy
2,767
+567
+26% +$16.6K 0.02% 200
2024
Q2 		$63.8K Hold
2,200
– – 0.02% 208
2024
Q1 		$64.2K Hold
2,200
– – 0.02% 213
2023
Q4 		$58K Hold
2,200
– – 0.01% 240
2023
Q3 		$60.2K Hold
2,200
– – 0.02% 221
2023
Q2 		$58K Hold
2,200
– – 0.02% 229
2023
Q1 		$57K Buy
+2,200
New +$56.5K 0.02% 225

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

M&R Capital Management's EPD Position: Q3 2024 in Review

M&R Capital Management increased its Enterprise Products Partners (EPD) stake by 26% in Q3 2024, buying an estimated $16.6K and bringing the position to 2,767 shares worth $80.5K. The position accounts for 0.02% of the portfolio, ranked #200.

M&R Capital Management first reported a position in EPD in Q1 2023 and has held it in 7 quarters since. 1,356 funds tracked by Wall St. Rank hold EPD as of Q3 2024.

  • M&R Capital Management held 2,767 shares of Enterprise Products Partners worth $80.5K as of Q3 2024.
  • M&R Capital Management bought 567 Enterprise Products Partners shares in Q3 2024, an estimated $16.6K.
  • Enterprise Products Partners made up 0.02% of M&R Capital Management's portfolio in Q3 2024, its #200 holding.
  • M&R Capital Management first reported a position in Enterprise Products Partners in Q1 2023 and has held it in 7 quarters since.
  • 1,356 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.