Minot Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Minot Wealth 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	$252K	Buy	10,324 +36	+0.3%	+$947	0.06%	157
2022 Q1	$266K	Buy	10,288 +38	+0.4%	+$923	0.06%	168
2021 Q4	$225K	Buy	+10,250	New	+$230K	0.04%	183
2021 Q3	–	Sell	-8,250	Closed	-$200K	–	209
2021 Q2	$200K	Buy	+8,250	New	+$195K	0.04%	192

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

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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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

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

Goldman Sachs New York $1.15T AUM 47.82% 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

Minot Wealth Management's EPD Position: Q2 2022 in Review

Minot Wealth Management increased its Enterprise Products Partners (EPD) stake by 0.35% in Q2 2022, buying an estimated $947 and bringing the position to 10,324 shares worth $252K. The position accounts for 0.06% of the portfolio, ranked #157.

Minot Wealth Management first reported a position in EPD in Q2 2021 and has held it in 4 quarters since. The position peaked at $266K in Q1 2022. 1,144 funds tracked by Wall St. Rank hold EPD as of Q2 2022.

Minot Wealth Management held 10,324 shares of Enterprise Products Partners worth $252K as of Q2 2022.
Minot Wealth Management bought 36 Enterprise Products Partners shares in Q2 2022, an estimated $947.
Enterprise Products Partners made up 0.06% of Minot Wealth Management's portfolio in Q2 2022, its #157 holding.
Minot Wealth Management first reported a position in Enterprise Products Partners in Q2 2021 and has held it in 4 quarters since.
Minot Wealth Management's Enterprise Products Partners position peaked at $266K in Q1 2022.
1,144 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.