Pacific Sage Partners’s Enterprise Products Partners EPD Stock Holding History

Pacific Sage Partners’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 Q3	–	Sell	-7,715	Closed	-$224K	–	104
2024 Q2	$224K	Hold	7,715	–	–	0.06%	86
2024 Q1	$225K	Hold	7,715	–	–	0.06%	85
2023 Q4	$203K	Hold	7,715	–	–	0.06%	88
2023 Q3	$211K	Hold	7,715	–	–	0.06%	79
2023 Q2	$203K	Buy	+7,715	New	+$202K	0.06%	83

Other funds holding EPD

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

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

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

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

TCA

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Pacific Sage Partners's EPD Position: Q3 2024 in Review

Pacific Sage Partners sold out of Enterprise Products Partners (EPD) in Q3 2024, closing a stake of 7,715 shares — an estimated $224K sold.

Pacific Sage Partners first reported a position in EPD in Q2 2023 and held it in 5 quarters. The position peaked at $225K in Q1 2024. 1,358 funds tracked by Wall St. Rank hold EPD as of Q3 2024.

Pacific Sage Partners reported no remaining Enterprise Products Partners position as of Q3 2024 after selling out during the quarter.
Pacific Sage Partners sold 7,715 Enterprise Products Partners shares in Q3 2024, an estimated $224K.
Pacific Sage Partners first reported a position in Enterprise Products Partners in Q2 2023 and held it in 5 quarters.
Pacific Sage Partners's Enterprise Products Partners position peaked at $225K in Q1 2024.
1,358 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2024.

Based on Pacific Sage Partners's 13F filing for Q3 2024, filed 28 Oct 2024.