Sanders Morris Harris’s Crestwood Equity Partners LP CEQP Stock Holding History

Sanders Morris Harris’s Portfolio CEQP Stock Details CEQP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-11,970	Closed	-$317K	–	273
2023 Q2	$317K	Hold	11,970	–	–	0.07%	186
2023 Q1	$298K	Buy	+11,970	New	+$308K	0.1%	88
2022 Q4	–	Sell	-10,570	Closed	-$294K	–	277
2022 Q3	$294K	Hold	10,570	–	–	0.07%	199
2022 Q2	$254K	Buy	+10,570	New	+$304K	0.06%	232

Other funds holding CEQP

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

FRGX

First Reserve GP XIII Stamford, Connecticut $52.9M AUM 17.37% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Sanders Morris Harris's CEQP Position: Q3 2023 in Review

Sanders Morris Harris sold out of Crestwood Equity Partners LP (CEQP) in Q3 2023, closing a stake of 11,970 shares — an estimated $317K sold.

Sanders Morris Harris first reported a position in CEQP in Q2 2022 and held it in 4 quarters. The position peaked at $317K in Q2 2023. 148 funds tracked by Wall St. Rank hold CEQP as of Q3 2023.

Sanders Morris Harris reported no remaining Crestwood Equity Partners LP position as of Q3 2023 after selling out during the quarter.
Sanders Morris Harris sold 11,970 Crestwood Equity Partners LP shares in Q3 2023, an estimated $317K.
Sanders Morris Harris first reported a position in Crestwood Equity Partners LP in Q2 2022 and held it in 4 quarters.
Sanders Morris Harris's Crestwood Equity Partners LP position peaked at $317K in Q2 2023.
148 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q3 2023.

Based on Sanders Morris Harris's 13F filing for Q3 2023, filed 5 Oct 2023.