Sage Private Wealth Group’s Enterprise Products Partners EPD Stock Holding History

Sage Private Wealth Group’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	-2,360	Closed	-$56K	–	83
2022 Q3	$56K	Hold	2,360	–	–	0.07%	80
2022 Q2	$58K	Hold	2,360	–	–	0.08%	78
2022 Q1	$61K	Hold	2,360	–	–	0.06%	82
2021 Q4	$51K	Hold	2,360	–	–	0.06%	84
2021 Q3	$51K	Hold	2,360	–	–	0.07%	80
2021 Q2	$57K	Hold	2,360	–	–	0.08%	76
2021 Q1	$52K	Hold	2,360	–	–	0.09%	81
2020 Q4	$46K	Buy	+2,360	New	+$43.9K	0.13%	72

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

Sage Private Wealth Group's EPD Position: Q4 2022 in Review

Sage Private Wealth Group sold out of Enterprise Products Partners (EPD) in Q4 2022, closing a stake of 2,360 shares — an estimated $56K sold.

Sage Private Wealth Group first reported a position in EPD in Q4 2020 and held it in 8 quarters. The position peaked at $61K in Q1 2022. 1,174 funds tracked by Wall St. Rank hold EPD as of Q4 2022.

Sage Private Wealth Group reported no remaining Enterprise Products Partners position as of Q4 2022 after selling out during the quarter.
Sage Private Wealth Group sold 2,360 Enterprise Products Partners shares in Q4 2022, an estimated $56K.
Sage Private Wealth Group first reported a position in Enterprise Products Partners in Q4 2020 and held it in 8 quarters.
Sage Private Wealth Group's Enterprise Products Partners position peaked at $61K in Q1 2022.
1,174 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2022.

Based on Sage Private Wealth Group's 13F filing for Q4 2022, filed 29 Jan 2025.