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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

MB
Marquard & Bahls Hamburg, Germany $677M AUM 9.39% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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. 1,177 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.
  • 1,177 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.