Meristem Family Wealth’s Enterprise Products Partners EPD Stock Holding History

Meristem Family Wealth’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 Q1	$483K	Sell	18,709 -880	-4%	-$21.4K	0.05%	186
2021 Q4	$430K	Sell	19,589 -4,300	-18%	-$96.4K	0.04%	242
2021 Q3	$517K	Buy	23,889 +6,460	+37%	+$147K	0.05%	221
2021 Q2	$421K	Hold	17,429	–	–	0.07%	187
2021 Q1	$384K	Buy	+17,429	New	+$383K	0.08%	152
2020 Q2	–	Sell	-15,264	Closed	-$218K	–	197
2020 Q1	$218K	Buy	15,264 +8,036	+111%	+$187K	0.07%	162
2019 Q4	$204K	Buy	+7,228	New	+$196K	0.05%	189

Other funds holding EPD

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Marquard & Bahls Hamburg, Germany $677M AUM 9.39% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Meristem Family Wealth's EPD Position: Q1 2022 in Review

Meristem Family Wealth reduced its Enterprise Products Partners (EPD) stake by 4.5% in Q1 2022, selling an estimated $21.4K and leaving 18,709 shares worth $483K. The position accounts for 0.05% of the portfolio, ranked #186.

Meristem Family Wealth first reported a position in EPD in Q4 2019 and has held it in 7 quarters since. The position peaked at $517K in Q3 2021. 1,154 funds tracked by Wall St. Rank hold EPD as of Q1 2022.

Meristem Family Wealth held 18,709 shares of Enterprise Products Partners worth $483K as of Q1 2022.
Meristem Family Wealth sold 880 Enterprise Products Partners shares in Q1 2022, an estimated $21.4K.
Enterprise Products Partners made up 0.05% of Meristem Family Wealth's portfolio in Q1 2022, its #186 holding.
Meristem Family Wealth first reported a position in Enterprise Products Partners in Q4 2019 and has held it in 7 quarters since.
Meristem Family Wealth's Enterprise Products Partners position peaked at $517K in Q3 2021.
1,154 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.