Simplicity Solutions’s Enterprise Products Partners EPD Stock Holding History

Simplicity Solutions’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
2023 Q4	$762K	Buy	28,936 +3,591	+14%	+$95.7K	0.02%	528
2023 Q3	$694K	Sell	25,345 -2,889	-10%	-$77.3K	0.02%	514
2023 Q2	$744K	Sell	28,234 -17,355	-38%	-$454K	0.02%	550
2023 Q1	$1.18M	Buy	+45,589	New	+$1.17M	0.03%	439
2020 Q4	–	Sell	-64,593	Closed	-$1.02M	–	946
2020 Q3	$1.02M	Buy	64,593 +20,925	+48%	+$367K	0.02%	475
2020 Q2	$793K	Buy	+43,668	New	+$781K	0.02%	528
2019 Q2	–	Sell	-27,613	Closed	-$803K	–	709
2019 Q1	$803K	Buy	27,613 +496	+2%	+$13.9K	0.05%	288
2018 Q4	$667K	Buy	27,117 +11,362	+72%	+$304K	0.09%	247
2018 Q3	$453K	Buy	+15,755	New	+$455K	0.03%	284

Other funds holding EPD

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

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

Marquard & Bahls Hamburg, Germany $677M AUM 9.39% 1-Year Est. Return

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

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

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Simplicity Solutions's EPD Position: Q4 2023 in Review

Simplicity Solutions increased its Enterprise Products Partners (EPD) stake by 14% in Q4 2023, buying an estimated $95.7K and bringing the position to 28,936 shares worth $762K. The position accounts for 0.02% of the portfolio, ranked #528.

Simplicity Solutions first reported a position in EPD in Q3 2018 and has held it in 9 quarters since. The position peaked at $1.18M in Q1 2023. 1,282 funds tracked by Wall St. Rank hold EPD as of Q4 2023.

Simplicity Solutions held 28,936 shares of Enterprise Products Partners worth $762K as of Q4 2023.
Simplicity Solutions bought 3,591 Enterprise Products Partners shares in Q4 2023, an estimated $95.7K.
Enterprise Products Partners made up 0.02% of Simplicity Solutions's portfolio in Q4 2023, its #528 holding.
Simplicity Solutions first reported a position in Enterprise Products Partners in Q3 2018 and has held it in 9 quarters since.
Simplicity Solutions's Enterprise Products Partners position peaked at $1.18M in Q1 2023.
1,282 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.