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Surience Private Wealth’s Enterprise Products Partners EPD Stock Holding History

Surience Private Wealth’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
Q3 		– Sell
-99,354
Closed -$2.62M – 22
2023
Q2 		$2.62M Buy
+99,354
New +$2.6M 3.75% 12

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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fayez Sarofim & Co
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American Century Companies
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Morgan Stanley
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TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Surience Private Wealth's EPD Position: Q3 2023 in Review

Surience Private Wealth sold out of Enterprise Products Partners (EPD) in Q3 2023, closing a stake of 99,354 shares — an estimated $2.62M sold.

Surience Private Wealth first reported a position in EPD in Q2 2023 and held it in 1 quarter. The position peaked at $2.62M in Q2 2023. 1,217 funds tracked by Wall St. Rank hold EPD as of Q3 2023.

  • Surience Private Wealth reported no remaining Enterprise Products Partners position as of Q3 2023 after selling out during the quarter.
  • Surience Private Wealth sold 99,354 Enterprise Products Partners shares in Q3 2023, an estimated $2.62M.
  • Surience Private Wealth first reported a position in Enterprise Products Partners in Q2 2023 and held it in 1 quarter.
  • Surience Private Wealth's Enterprise Products Partners position peaked at $2.62M in Q2 2023.
  • 1,217 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2023.

Based on Surience Private Wealth's 13F filing for Q3 2023, filed 14 Nov 2023.