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SignalPoint Asset Management’s Enterprise Products Partners EPD Stock Holding History

SignalPoint Asset Management’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
2024
Q4 		$499K Buy
15,900
+292
+2% +$8.97K 0.12% 136
2024
Q3 		$455K Buy
15,608
+276
+2% +$8.06K 0.11% 163
2024
Q2 		$444K Buy
15,332
+173
+1% +$4.96K 0.12% 161
2024
Q1 		$442K Buy
15,159
+179
+1% +$4.92K 0.12% 155
2023
Q4 		$394K Sell
14,980
-222
-1% -$5.92K 0.12% 156
2023
Q3 		$416K Buy
15,202
+176
+1% +$4.71K 0.13% 139
2023
Q2 		$396K Buy
15,026
+176
+1% +$4.6K 0.12% 149
2023
Q1 		$385K Buy
14,850
+167
+1% +$4.29K 0.12% 150
2022
Q4 		$354K Sell
14,683
-339
-2% -$8.35K 0.12% 153
2022
Q3 		$357K Buy
15,022
+356
+2% +$9.18K 0.14% 144
2022
Q2 		$357K Buy
14,666
+350
+2% +$9.21K 0.13% 149
2022
Q1 		$369K Buy
14,316
+559
+4% +$13.6K 0.12% 154
2021
Q4 		$302K Sell
13,757
-1,330
-9% -$29.8K 0.09% 177
2021
Q3 		$326K Buy
15,087
+744
+5% +$16.9K 0.1% 165
2021
Q2 		$346K Sell
14,343
-538
-4% -$12.7K 0.11% 166
2021
Q1 		$328K Buy
14,881
+825
+6% +$18.1K 0.12% 160
2020
Q4 		$275K Sell
14,056
-309
-2% -$5.75K 0.1% 166
2020
Q3 		$227K Buy
14,365
+2,662
+23% +$46.6K 0.09% 173
2020
Q2 		$213K Buy
+11,703
New +$209K 0.1% 169
2020
Q1 		– Sell
-7,304
Closed -$206K – 177
2019
Q4 		$206K Buy
7,304
+54
+0.7% +$1.46K 0.09% 191
2019
Q3 		$207K Sell
7,250
-249
-3% -$7.25K 0.09% 204
2019
Q2 		$217K Sell
7,499
-73
-1% -$2.1K 0.1% 197
2019
Q1 		$221K Buy
+7,572
New +$212K 0.1% 201

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SignalPoint Asset Management's EPD Position: Q4 2024 in Review

SignalPoint Asset Management increased its Enterprise Products Partners (EPD) stake by 1.9% in Q4 2024, buying an estimated $8.97K and bringing the position to 15,900 shares worth $499K. The position accounts for 0.12% of the portfolio, ranked #136.

SignalPoint Asset Management first reported a position in EPD in Q1 2019 and has held it in 23 quarters since. 1,444 funds tracked by Wall St. Rank hold EPD as of Q4 2024.

  • SignalPoint Asset Management held 15,900 shares of Enterprise Products Partners worth $499K as of Q4 2024.
  • SignalPoint Asset Management bought 292 Enterprise Products Partners shares in Q4 2024, an estimated $8.97K.
  • Enterprise Products Partners made up 0.12% of SignalPoint Asset Management's portfolio in Q4 2024, its #136 holding.
  • SignalPoint Asset Management first reported a position in Enterprise Products Partners in Q1 2019 and has held it in 23 quarters since.
  • 1,444 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2024.

Based on SignalPoint Asset Management's 13F filing for Q4 2024, filed 14 Jan 2025.