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Sugarloaf Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Sugarloaf Wealth 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
Q2 		– Sell
-19
Closed -$554 – 670
2024
Q1 		$554 Buy
+19
New +$522 ﹤0.01% 641
2023
Q1 		– Sell
-205
Closed -$4.94K – 731
2022
Q4 		$4.94K Buy
205
+28
+16% +$689 ﹤0.01% 583
2022
Q3 		$5K Hold
177
– – ﹤0.01% 613
2022
Q2 		$4K Buy
177
+4
+2% +$105 ﹤0.01% 629
2022
Q1 		$4K Buy
173
+2
+1% +$49 ﹤0.01% 587
2021
Q4 		$4K Buy
171
+4
+2% +$90 ﹤0.01% 614
2021
Q3 		$4K Buy
167
+3
+2% +$68 ﹤0.01% 628
2021
Q2 		$4K Buy
164
+3
+2% +$71 ﹤0.01% 618
2021
Q1 		$4 Buy
161
+4
+3% +$88 ﹤0.01% 606
2020
Q4 		$3K Buy
157
+3
+2% +$56 ﹤0.01% 596
2020
Q3 		$2K Sell
154
-267
-63% -$4.68K ﹤0.01% 609
2020
Q2 		$8K Sell
421
-1,293
-75% -$23.1K ﹤0.01% 467
2020
Q1 		$25K Buy
1,714
+154
+10% +$3.58K 0.01% 296
2019
Q4 		$44K Buy
+1,560
New +$42.3K 0.02% 264

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 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
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

Sugarloaf Wealth Management's EPD Position: Q2 2024 in Review

Sugarloaf Wealth Management sold out of Enterprise Products Partners (EPD) in Q2 2024, closing a stake of 19 shares — an estimated $554 sold.

Sugarloaf Wealth Management first reported a position in EPD in Q4 2019 and held it in 14 quarters. The position peaked at $44K in Q4 2019. 1,322 funds tracked by Wall St. Rank hold EPD as of Q2 2024.

  • Sugarloaf Wealth Management reported no remaining Enterprise Products Partners position as of Q2 2024 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 19 Enterprise Products Partners shares in Q2 2024, an estimated $554.
  • Sugarloaf Wealth Management first reported a position in Enterprise Products Partners in Q4 2019 and held it in 14 quarters.
  • Sugarloaf Wealth Management's Enterprise Products Partners position peaked at $44K in Q4 2019.
  • 1,322 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q2 2024, filed 8 Jul 2024.