Sandy Spring Bank’s Enterprise Products Partners EPD Stock Holding History

Sandy Spring Bank’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
2025 Q1	$405K	Hold	11,866	–	–	0.02%	301
2024 Q4	$372K	Hold	11,866	–	–	0.02%	307
2024 Q3	$345K	Sell	11,866 -1,511	-11%	-$44.1K	0.01%	320
2024 Q2	$388K	Buy	13,377 +600	+5%	+$17.2K	0.02%	304
2024 Q1	$373K	Hold	12,777	–	–	0.02%	308
2023 Q4	$337K	Hold	12,777	–	–	0.02%	306
2023 Q3	$350K	Sell	12,777 -100	-0.8%	-$2.67K	0.02%	287
2023 Q2	$339K	Buy	12,877 +600	+5%	+$15.7K	0.02%	292
2023 Q1	$318K	Buy	12,277 +400	+3%	+$10.3K	0.02%	292
2022 Q4	$286K	Buy	11,877 +5,066	+74%	+$125K	0.02%	302
2022 Q3	$162K	Hold	6,811	–	–	0.01%	342
2022 Q2	$166K	Hold	6,811	–	–	0.01%	342
2022 Q1	$176K	Buy	6,811 +4,911	+258%	+$119K	0.01%	343
2021 Q4	$42K	Sell	1,900 -25,313	-93%	-$568K	﹤0.01%	609
2021 Q3	$589K	Buy	27,213 +8	+0%	+$182	0.03%	249
2021 Q2	$657K	Buy	27,205 +7	+0%	+$166	0.03%	236
2021 Q1	$599K	Sell	27,198 -139	-0.5%	-$3.06K	0.03%	236
2020 Q4	$536K	Sell	27,337 -11,250	-29%	-$209K	0.03%	239
2020 Q3	$609K	Sell	38,587 -13,670	-26%	-$239K	0.04%	213
2020 Q2	$949K	Sell	52,257 -4,823	-8%	-$86.2K	0.07%	190
2020 Q1	$816K	Sell	57,080 -1,750	-3%	-$40.6K	0.07%	182
2019 Q4	$1.66M	Sell	58,830 -1,092	-2%	-$29.6K	0.12%	157
2019 Q3	$1.71M	Hold	59,922	–	–	0.13%	155
2019 Q2	$1.73M	Buy	59,922 +150	+0.3%	+$4.32K	0.14%	151
2019 Q1	$1.74M	Sell	59,772 -850	-1%	-$23.7K	0.15%	145
2018 Q4	$1.49M	Sell	60,622 -1,032	-2%	-$27.6K	0.14%	150
2018 Q3	$1.77M	Sell	61,654 -950	-2%	-$27.4K	0.15%	154
2018 Q2	$1.73M	Sell	62,604 -5,641	-8%	-$154K	0.15%	155
2018 Q1	$1.67M	Sell	68,245 -2,296	-3%	-$61.1K	0.15%	153
2017 Q4	$1.87M	Buy	70,541 +6,441	+10%	+$163K	0.17%	147
2017 Q3	$1.67M	Sell	64,100 -2,150	-3%	-$56.8K	0.16%	153
2017 Q2	$1.79M	Buy	66,250 +432	+0.7%	+$11.7K	0.18%	147
2017 Q1	$1.82M	Sell	65,818 -450	-0.7%	-$12.6K	0.18%	146
2016 Q4	$1.79M	Buy	66,268 +500	+0.8%	+$13K	0.19%	147
2016 Q3	$1.82M	Sell	65,768 -4,970	-7%	-$137K	0.19%	141
2016 Q2	$2.07M	Buy	70,738 +2,484	+4%	+$66.7K	0.24%	117
2016 Q1	$1.68M	Buy	68,254 +950	+1%	+$22.1K	0.19%	135
2015 Q4	$1.72M	Sell	67,304 -1,050	-2%	-$27.3K	0.2%	126
2015 Q3	$1.7M	Sell	68,354 -1,970	-3%	-$54.6K	0.21%	121
2015 Q2	$2.1M	Hold	70,324	–	–	0.24%	110
2015 Q1	$2.32M	Buy	70,324 +8,696	+14%	+$291K	0.27%	101
2014 Q4	$2.23M	Buy	61,628 +800	+1%	+$29.6K	0.27%	107
2014 Q3	$2.45M	Hold	60,828	–	–	0.3%	96
2014 Q2	$2.38M	Buy	60,828 +2,932	+5%	+$108K	0.3%	98
2014 Q1	$2.01M	Buy	57,896 +1,400	+2%	+$46.4K	0.31%	100
2013 Q4	$1.87M	Buy	56,496 +996	+2%	+$31K	0.26%	108
2013 Q3	$1.69M	Sell	55,500 -1,434	-3%	-$43.8K	0.25%	111
2013 Q2	$1.77M	Buy	+56,934	New	+$1.72M	0.28%	104

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

TCA

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Sandy Spring Bank's EPD Position: Q1 2025 in Review

Sandy Spring Bank held its Enterprise Products Partners (EPD) position steady in Q1 2025 at 11,866 shares worth $405K. The position accounts for 0.02% of the portfolio, ranked #301.

Sandy Spring Bank first reported a position in EPD in Q2 2013 and has held it in 48 quarters since. The position peaked at $2.45M in Q3 2014. 1,474 funds tracked by Wall St. Rank hold EPD as of Q1 2025.

Sandy Spring Bank held 11,866 shares of Enterprise Products Partners worth $405K as of Q1 2025.
Sandy Spring Bank left its Enterprise Products Partners share count unchanged in Q1 2025.
Enterprise Products Partners made up 0.02% of Sandy Spring Bank's portfolio in Q1 2025, its #301 holding.
Sandy Spring Bank first reported a position in Enterprise Products Partners in Q2 2013 and has held it in 48 quarters since.
Sandy Spring Bank's Enterprise Products Partners position peaked at $2.45M in Q3 2014.
1,474 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.