SCFS
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S.C. Financial Services’s Enterprise Products Partners EPD Stock Holding History

S.C. Financial Services’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
-16,000
Closed -$380K – 123
2022
Q3 		$380K Buy
+16,000
New +$413K 0.6% 58
2022
Q1 		– Sell
-16,000
Closed -$381K – 124
2021
Q4 		$381K Buy
+16,000
New +$359K 0.44% 76

Other funds holding EPD

MB
Marquard & Bahls Hamburg, Germany $677M AUM 9.39% 1-Year Est. Return
AA
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
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fayez Sarofim & Co
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

S.C. Financial Services's EPD Position: Q4 2022 in Review

S.C. Financial Services sold out of Enterprise Products Partners (EPD) in Q4 2022, closing a stake of 16,000 shares — an estimated $380K sold.

S.C. Financial Services first reported a position in EPD in Q4 2021 and held it in 2 quarters. The position peaked at $381K in Q4 2021. 1,174 funds tracked by Wall St. Rank hold EPD as of Q4 2022.

  • S.C. Financial Services reported no remaining Enterprise Products Partners position as of Q4 2022 after selling out during the quarter.
  • S.C. Financial Services sold 16,000 Enterprise Products Partners shares in Q4 2022, an estimated $380K.
  • S.C. Financial Services first reported a position in Enterprise Products Partners in Q4 2021 and held it in 2 quarters.
  • S.C. Financial Services's Enterprise Products Partners position peaked at $381K in Q4 2021.
  • 1,174 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2022.

Based on S.C. Financial Services's 13F filing for Q4 2022, filed 20 Jan 2023.