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McCarthy Asset Management’s Enterprise Products Partners EPD Stock Holding History

McCarthy Asset 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
2022
Q2 		– Sell
-249
Closed -$6K – 116
2022
Q1 		$6K Buy
249
+5
+2% +$121 ﹤0.01% 184
2021
Q4 		$5K Buy
244
+5
+2% +$112 ﹤0.01% 188
2021
Q3 		$5K Buy
239
+4
+2% +$91 ﹤0.01% 194
2021
Q2 		$6K Buy
235
+5
+2% +$118 ﹤0.01% 230
2021
Q1 		$5K Buy
+230
New +$5.06K ﹤0.01% 210

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AA
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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 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
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

McCarthy Asset Management's EPD Position: Q2 2022 in Review

McCarthy Asset Management sold out of Enterprise Products Partners (EPD) in Q2 2022, closing a stake of 249 shares — an estimated $6K sold.

McCarthy Asset Management first reported a position in EPD in Q1 2021 and held it in 5 quarters. The position peaked at $6K in Q1 2022. 1,143 funds tracked by Wall St. Rank hold EPD as of Q2 2022.

  • McCarthy Asset Management reported no remaining Enterprise Products Partners position as of Q2 2022 after selling out during the quarter.
  • McCarthy Asset Management sold 249 Enterprise Products Partners shares in Q2 2022, an estimated $6K.
  • McCarthy Asset Management first reported a position in Enterprise Products Partners in Q1 2021 and held it in 5 quarters.
  • McCarthy Asset Management's Enterprise Products Partners position peaked at $6K in Q1 2022.
  • 1,143 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2022.

Based on McCarthy Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.