PYA Waltman Capital’s Enterprise Products Partners EPD Stock Holding History

PYA Waltman Capital’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
2022 Q4	–	Sell	-1,394	Closed	-$33K	–	93
2022 Q3	$33K	Hold	1,394	–	–	0.02%	110
2022 Q2	$34K	Hold	1,394	–	–	0.02%	113
2022 Q1	$36K	Hold	1,394	–	–	0.02%	110
2021 Q4	$31K	Buy	+1,394	New	+$31.3K	0.02%	108

Other funds holding EPD

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

PYA Waltman Capital's EPD Position: Q4 2022 in Review

PYA Waltman Capital sold out of Enterprise Products Partners (EPD) in Q4 2022, closing a stake of 1,394 shares — an estimated $33K sold.

PYA Waltman Capital first reported a position in EPD in Q4 2021 and held it in 4 quarters. The position peaked at $36K in Q1 2022. 1,174 funds tracked by Wall St. Rank hold EPD as of Q4 2022.

PYA Waltman Capital reported no remaining Enterprise Products Partners position as of Q4 2022 after selling out during the quarter.
PYA Waltman Capital sold 1,394 Enterprise Products Partners shares in Q4 2022, an estimated $33K.
PYA Waltman Capital first reported a position in Enterprise Products Partners in Q4 2021 and held it in 4 quarters.
PYA Waltman Capital's Enterprise Products Partners position peaked at $36K in Q1 2022.
1,174 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2022.

Based on PYA Waltman Capital's 13F filing for Q4 2022, filed 14 Feb 2023.