ODG
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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

AA
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Blackstone Inc
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return