Osborne Partners Capital Management’s Enterprise Products Partners EPD Stock Holding History

Osborne Partners Capital 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
2025 Q1	–	Sell	-12,058	Closed	-$378K	–	216
2024 Q4	$378K	Hold	12,058	–	–	0.02%	170
2024 Q3	$351K	Buy	+12,058	New	+$352K	0.02%	179
2023 Q4	–	Sell	-8,500	Closed	-$233K	–	209
2023 Q3	$233K	Buy	+8,500	New	+$227K	0.02%	187

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Osborne Partners Capital Management's EPD Position: Q1 2025 in Review

Osborne Partners Capital Management sold out of Enterprise Products Partners (EPD) in Q1 2025, closing a stake of 12,058 shares — an estimated $378K sold.

Osborne Partners Capital Management first reported a position in EPD in Q3 2023 and held it in 3 quarters. The position peaked at $378K in Q4 2024. 1,474 funds tracked by Wall St. Rank hold EPD as of Q1 2025.

Osborne Partners Capital Management reported no remaining Enterprise Products Partners position as of Q1 2025 after selling out during the quarter.
Osborne Partners Capital Management sold 12,058 Enterprise Products Partners shares in Q1 2025, an estimated $378K.
Osborne Partners Capital Management first reported a position in Enterprise Products Partners in Q3 2023 and held it in 3 quarters.
Osborne Partners Capital Management's Enterprise Products Partners position peaked at $378K in Q4 2024.
1,474 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2025.

Based on Osborne Partners Capital Management's 13F filing for Q1 2025, filed 21 Apr 2025.