RE Dickinson Investment Advisors’s Enterprise Products Partners EPD Stock Holding History

RE Dickinson Investment Advisors’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 Q4	$263K	Buy	8,374 +1,151	+16%	+$35.4K	0.15%	43
2024 Q3	$210K	Buy	7,223 +2,301	+47%	+$67.2K	0.12%	47
2024 Q2	$143K	Buy	4,922 +2,353	+92%	+$67.5K	0.09%	57
2024 Q1	$75K	Sell	2,569 -861	-25%	-$23.6K	0.05%	64
2023 Q4	$90K	Sell	3,430 -150	-4%	-$4K	0.06%	61
2023 Q3	$98K	Hold	3,580	–	–	0.07%	59
2023 Q2	$94K	Hold	3,580	–	–	0.03%	120
2023 Q1	$93K	Buy	3,580 +150	+4%	+$3.85K	0.03%	126
2022 Q4	$83K	Hold	3,430	–	–	0.03%	123
2022 Q3	$82K	Hold	3,430	–	–	0.07%	57
2022 Q2	$84K	Hold	3,430	–	–	0.01%	61
2022 Q1	$89K	Hold	3,430	–	–	0.06%	64
2021 Q4	$75K	Buy	+3,430	New	+$76.9K	0.06%	68

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

TCA

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

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

RE Dickinson Investment Advisors's EPD Position: Q4 2024 in Review

RE Dickinson Investment Advisors increased its Enterprise Products Partners (EPD) stake by 16% in Q4 2024, buying an estimated $35.4K and bringing the position to 8,374 shares worth $263K. The position accounts for 0.15% of the portfolio, ranked #43.

RE Dickinson Investment Advisors first reported a position in EPD in Q4 2021 and has held it in 13 quarters since. 1,443 funds tracked by Wall St. Rank hold EPD as of Q4 2024.

RE Dickinson Investment Advisors held 8,374 shares of Enterprise Products Partners worth $263K as of Q4 2024.
RE Dickinson Investment Advisors bought 1,151 Enterprise Products Partners shares in Q4 2024, an estimated $35.4K.
Enterprise Products Partners made up 0.15% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #43 holding.
RE Dickinson Investment Advisors first reported a position in Enterprise Products Partners in Q4 2021 and has held it in 13 quarters since.
1,443 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.