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Rollins Financial’s Enterprise Products Partners EPD Stock Holding History

Rollins Financial’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
Q4 		$1.05M Sell
40,023
-4,064
-9% -$108K 0.22% 44
2023
Q3 		$1.21M Buy
44,087
+5,409
+14% +$145K 0.3% 42
2023
Q2 		$1.02M Sell
38,678
-56,152
-59% -$1.47M 0.28% 43
2023
Q1 		$2.46M Buy
94,830
+80,655
+569% +$2.07M 0.81% 26
2022
Q4 		$342K Buy
14,175
+1,945
+16% +$47.9K 0.13% 84
2022
Q3 		$291K Buy
+12,230
New +$316K 0.11% 83

Other funds holding EPD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
MB
Marquard & Bahls Hamburg, Germany $677M AUM 9.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return