Piershale Financial Group’s Enterprise Products Partners EPD Stock Holding History

Piershale Financial 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
2023 Q2	$4.32K	Buy	164 +2	+1%	+$52	﹤0.01%	180
2023 Q1	$4.19K	Buy	162 +2	+1%	+$51	﹤0.01%	189
2022 Q4	$3.85K	Buy	+160	New	+$3.94K	﹤0.01%	200
2014 Q1	–	Sell	-54	Closed	-$2K	–	155
2013 Q4	$2K	Buy	+54	New	+$1.68K	﹤0.01%	99

Other funds holding EPD

Marquard & Bahls Hamburg, Germany $677M AUM 9.39% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

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

TCA

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

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

Piershale Financial Group's EPD Position: Q2 2023 in Review

Piershale Financial Group increased its Enterprise Products Partners (EPD) stake by 1.2% in Q2 2023, buying an estimated $52 and bringing the position to 164 shares worth $4.32K. The position accounts for ﹤0.01% of the portfolio, ranked #180.

Piershale Financial Group first reported a position in EPD in Q4 2013 and has held it in 4 quarters since. 1,207 funds tracked by Wall St. Rank hold EPD as of Q2 2023.

Piershale Financial Group held 164 shares of Enterprise Products Partners worth $4.32K as of Q2 2023.
Piershale Financial Group bought 2 Enterprise Products Partners shares in Q2 2023, an estimated $52.
Enterprise Products Partners made up ﹤0.01% of Piershale Financial Group's portfolio in Q2 2023, its #180 holding.
Piershale Financial Group first reported a position in Enterprise Products Partners in Q4 2013 and has held it in 4 quarters since.
1,207 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.