O'Dell Group’s Enterprise Products Partners EPD Stock Holding History

O'Dell Group’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 Q1	–	Sell	-4,657	Closed	-$123K	–	200
2023 Q4	$123K	Buy	+4,657	New	+$124K	0.03%	122
2023 Q3	–	Sell	-4,657	Closed	-$123K	–	184
2023 Q2	$123K	Buy	+4,657	New	+$122K	0.03%	111
2022 Q4	–	Sell	-4,304	Closed	-$102K	–	169
2022 Q3	$102K	Hold	4,304	–	–	0.04%	94
2022 Q2	$105K	Sell	4,304 -172	-4%	-$4.53K	0.04%	95
2022 Q1	$116K	Buy	4,476 +172	+4%	+$4.18K	0.03%	107
2021 Q4	$95K	Hold	4,304	–	–	0.03%	116
2021 Q3	$93K	Buy	+4,304	New	+$97.8K	0.03%	112
2018 Q3	–	Sell	-7,804	Closed	-$216K	–	39
2018 Q2	$216K	Buy	+7,804	New	+$213K	0.15%	37

Other funds holding EPD

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

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

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

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

EIP

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

O'Dell Group's EPD Position: Q1 2024 in Review

O'Dell Group sold out of Enterprise Products Partners (EPD) in Q1 2024, closing a stake of 4,657 shares — an estimated $123K sold.

O'Dell Group first reported a position in EPD in Q2 2018 and held it in 8 quarters. The position peaked at $216K in Q2 2018. 1,322 funds tracked by Wall St. Rank hold EPD as of Q1 2024.

O'Dell Group reported no remaining Enterprise Products Partners position as of Q1 2024 after selling out during the quarter.
O'Dell Group sold 4,657 Enterprise Products Partners shares in Q1 2024, an estimated $123K.
O'Dell Group first reported a position in Enterprise Products Partners in Q2 2018 and held it in 8 quarters.
O'Dell Group's Enterprise Products Partners position peaked at $216K in Q2 2018.
1,322 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2024.

Based on O'Dell Group's 13F filing for Q1 2024, filed 7 May 2024.