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Sargent Bickham Lagudis’s Enterprise Products Partners EPD Stock Holding History

Sargent Bickham Lagudis’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 		$16.1K Hold
667
– – ﹤0.01% 649
2022
Q3 		$16K Sell
667
-343
-34% -$8.85K ﹤0.01% 617
2022
Q2 		$25K Buy
+1,010
New +$26.6K ﹤0.01% 543
2021
Q4 		– Sell
-875
Closed -$19K – 971
2021
Q3 		$19K Hold
875
– – ﹤0.01% 607
2021
Q2 		$21K Hold
875
– – ﹤0.01% 600
2021
Q1 		$19K Sell
875
-1,129
-56% -$24.8K ﹤0.01% 590
2020
Q4 		$39K Hold
2,004
– – ﹤0.01% 460
2020
Q3 		$32K Hold
2,004
– – ﹤0.01% 443
2020
Q2 		$36K Hold
2,004
– – ﹤0.01% 403
2020
Q1 		$29K Sell
2,004
-1,695
-46% -$39.4K ﹤0.01% 403
2019
Q4 		$104K Buy
3,699
+175
+5% +$4.74K 0.01% 277
2019
Q3 		$101K Buy
3,524
+875
+33% +$25.5K 0.01% 263
2019
Q2 		$76K Buy
2,649
+1,000
+61% +$28.8K 0.01% 311
2019
Q1 		$48K Hold
1,649
– – 0.01% 398
2018
Q4 		$41K Hold
1,649
– – 0.01% 390
2018
Q3 		$47K Sell
1,649
-433
-21% -$12.5K 0.01% 375
2018
Q2 		$58K Sell
2,082
-563
-21% -$15.4K 0.01% 338
2018
Q1 		$65K Sell
2,645
-1,355
-34% -$36.1K 0.01% 319
2017
Q4 		$106K Buy
4,000
+1,616
+68% +$40.9K 0.01% 272
2017
Q3 		$62K Sell
2,384
-524
-18% -$13.9K 0.01% 338
2017
Q2 		$79K Buy
2,908
+600
+26% +$16.3K 0.01% 295
2017
Q1 		$64K Sell
2,308
-524
-19% -$14.6K 0.01% 319
2016
Q4 		$77K Buy
2,832
+1,290
+84% +$33.6K 0.01% 280
2016
Q3 		$114 Sell
1,542
-2,411
-61% -$66.6K 0.02% 254
2016
Q2 		$116K Buy
3,953
+640
+19% +$17.2K 0.02% 253
2016
Q1 		$82K Buy
+3,313
New +$77.1K 0.01% 295

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 21.71% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fayez Sarofim & Co
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

Sargent Bickham Lagudis's EPD Position: Q4 2022 in Review

Sargent Bickham Lagudis held its Enterprise Products Partners (EPD) position steady in Q4 2022 at 667 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #649.

Sargent Bickham Lagudis first reported a position in EPD in Q1 2016 and has held it in 26 quarters since. The position peaked at $116K in Q2 2016. 1,174 funds tracked by Wall St. Rank hold EPD as of Q4 2022.

  • Sargent Bickham Lagudis held 667 shares of Enterprise Products Partners worth $16.1K as of Q4 2022.
  • Sargent Bickham Lagudis left its Enterprise Products Partners share count unchanged in Q4 2022.
  • Enterprise Products Partners made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #649 holding.
  • Sargent Bickham Lagudis first reported a position in Enterprise Products Partners in Q1 2016 and has held it in 26 quarters since.
  • Sargent Bickham Lagudis's Enterprise Products Partners position peaked at $116K in Q2 2016.
  • 1,174 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.