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Sage Investment Advisers’s Enterprise Products Partners EPD Stock Holding History

Sage Investment Advisers’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
Q1 		– Sell
-10,180
Closed -$224K – 72
2021
Q4 		$224K Buy
+10,180
New +$228K 0.29% 66

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AA
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BlackRock
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Neuberger Berman Group
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Morgan Stanley
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Goldman Sachs
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Fayez Sarofim & Co
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Sage Investment Advisers's EPD Position: Q1 2022 in Review

Sage Investment Advisers sold out of Enterprise Products Partners (EPD) in Q1 2022, closing a stake of 10,180 shares — an estimated $224K sold.

Sage Investment Advisers first reported a position in EPD in Q4 2021 and held it in 1 quarter. The position peaked at $224K in Q4 2021. 1,154 funds tracked by Wall St. Rank hold EPD as of Q1 2022.

  • Sage Investment Advisers reported no remaining Enterprise Products Partners position as of Q1 2022 after selling out during the quarter.
  • Sage Investment Advisers sold 10,180 Enterprise Products Partners shares in Q1 2022, an estimated $224K.
  • Sage Investment Advisers first reported a position in Enterprise Products Partners in Q4 2021 and held it in 1 quarter.
  • Sage Investment Advisers's Enterprise Products Partners position peaked at $224K in Q4 2021.
  • 1,154 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2022.

Based on Sage Investment Advisers's 13F filing for Q1 2022, filed 10 May 2022.