Strategic Blueprint’s Enterprise Products Partners EPD Stock Holding History

Strategic Blueprint’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 Q2	–	Sell	-8,540	Closed	-$249K	–	621
2024 Q1	$249K	Sell	8,540 -3,588	-30%	-$98.5K	0.02%	532
2023 Q4	$320K	Buy	12,128 +3,945	+48%	+$105K	0.03%	436
2023 Q3	$224K	Buy	+8,183	New	+$219K	0.02%	491
2019 Q4	–	Sell	-640	Closed	-$18K	–	189
2019 Q3	$18K	Buy	+640	New	+$18.6K	0.01%	239

Other funds holding EPD

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

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

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

Blackstone Inc New York $25.6B AUM 26.83% 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

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

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Strategic Blueprint's EPD Position: Q2 2024 in Review

Strategic Blueprint sold out of Enterprise Products Partners (EPD) in Q2 2024, closing a stake of 8,540 shares — an estimated $249K sold.

Strategic Blueprint first reported a position in EPD in Q3 2019 and held it in 4 quarters. The position peaked at $320K in Q4 2023. 1,322 funds tracked by Wall St. Rank hold EPD as of Q2 2024.

Strategic Blueprint reported no remaining Enterprise Products Partners position as of Q2 2024 after selling out during the quarter.
Strategic Blueprint sold 8,540 Enterprise Products Partners shares in Q2 2024, an estimated $249K.
Strategic Blueprint first reported a position in Enterprise Products Partners in Q3 2019 and held it in 4 quarters.
Strategic Blueprint's Enterprise Products Partners position peaked at $320K in Q4 2023.
1,322 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2024.

Based on Strategic Blueprint's 13F filing for Q2 2024, filed 26 Jul 2024.