SPIS
EPD icon

Steward Partners Investment Solutions’s Enterprise Products Partners EPD Stock Holding History

Steward Partners Investment 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
2024
Q1 		$422K Buy
14,465
+421
+3% +$11.6K 0.07% 172
2023
Q4 		$370K Buy
+14,044
New +$374K 0.15% 107

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Steward Partners Investment Solutions's EPD Position: Q1 2024 in Review

Steward Partners Investment Solutions increased its Enterprise Products Partners (EPD) stake by 3% in Q1 2024, buying an estimated $11.6K and bringing the position to 14,465 shares worth $422K. The position accounts for 0.07% of the portfolio, ranked #172.

Steward Partners Investment Solutions first reported a position in EPD in Q4 2023 and has held it in 2 quarters since. 1,320 funds tracked by Wall St. Rank hold EPD as of Q1 2024.

  • Steward Partners Investment Solutions held 14,465 shares of Enterprise Products Partners worth $422K as of Q1 2024.
  • Steward Partners Investment Solutions bought 421 Enterprise Products Partners shares in Q1 2024, an estimated $11.6K.
  • Enterprise Products Partners made up 0.07% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #172 holding.
  • Steward Partners Investment Solutions first reported a position in Enterprise Products Partners in Q4 2023 and has held it in 2 quarters since.
  • 1,320 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.