MP
CEQP

McDonald Partners’s Crestwood Equity Partners LP CEQP Stock Holding History

McDonald Partners’s Portfolio CEQP Stock Details CEQP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-15,755
Closed -$461K – 234
2023
Q3 		$461K Buy
15,755
+283
+2% +$7.93K 0.15% 158
2023
Q2 		$410K Sell
15,472
-341
-2% -$8.66K 0.13% 171
2023
Q1 		$394K Sell
15,813
-588
-4% -$15.2K 0.13% 167
2022
Q4 		$430K Sell
16,401
-111
-0.7% -$3.21K 0.15% 150
2022
Q3 		$459K Buy
16,512
+290
+2% +$7.74K 0.18% 144
2022
Q2 		$391K Buy
16,222
+155
+1% +$4.46K 0.1% 204
2022
Q1 		$481K Buy
+16,067
New +$471K 0.1% 204
2021
Q4 		– Sell
-15,351
Closed -$436K – 736
2021
Q3 		$436K Buy
15,351
+4,750
+45% +$132K 0.1% 203
2021
Q2 		$318K Buy
10,601
+129
+1% +$3.84K 0.08% 243
2021
Q1 		$292K Buy
10,472
+176
+2% +$3.96K 0.08% 239
2020
Q4 		$195K Buy
+10,296
New +$168K 0.05% 265

Other funds holding CEQP

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

McDonald Partners's CEQP Position: Q4 2023 in Review

McDonald Partners sold out of Crestwood Equity Partners LP (CEQP) in Q4 2023, closing a stake of 15,755 shares — an estimated $461K sold.

McDonald Partners first reported a position in CEQP in Q4 2020 and held it in 11 quarters. The position peaked at $481K in Q1 2022. 2 funds tracked by Wall St. Rank hold CEQP as of Q4 2023.

  • McDonald Partners reported no remaining Crestwood Equity Partners LP position as of Q4 2023 after selling out during the quarter.
  • McDonald Partners sold 15,755 Crestwood Equity Partners LP shares in Q4 2023, an estimated $461K.
  • McDonald Partners first reported a position in Crestwood Equity Partners LP in Q4 2020 and held it in 11 quarters.
  • McDonald Partners's Crestwood Equity Partners LP position peaked at $481K in Q1 2022.
  • 2 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q4 2023.

Based on McDonald Partners's 13F filing for Q4 2023, filed 12 Feb 2024.