Sweet Financial Partners’s Enterprise Products Partners EPD Stock Holding History

Sweet Financial Partners’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 Q3	$1.2M	Buy	41,262 +68	+0.2%	+$1.99K	0.26%	77
2024 Q2	$1.19M	Sell	41,194 -370	-0.9%	-$10.6K	0.27%	72
2024 Q1	$1.21M	Buy	41,564 +839	+2%	+$23K	0.28%	74
2023 Q4	$1.07M	Buy	40,725 +36	+0.1%	+$959	0.26%	73
2023 Q3	$1.11M	Sell	40,689 -1,131	-3%	-$30.3K	0.29%	68
2023 Q2	$1.1M	Buy	41,820 +11	+0%	+$288	0.29%	70
2023 Q1	$1.08M	Sell	41,809 -365	-0.9%	-$9.38K	0.3%	63
2022 Q4	$1.02M	Buy	42,174 +100	+0.2%	+$2.46K	0.3%	55
2022 Q3	$1M	Hold	42,074	–	–	0.32%	44
2022 Q2	$1.02M	Hold	42,074	–	–	0.32%	41
2022 Q1	$1.09M	Buy	42,074 +5,065	+14%	+$123K	0.29%	41
2021 Q4	$813K	Buy	+37,009	New	+$830K	0.34%	39

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sweet Financial Partners's EPD Position: Q3 2024 in Review

Sweet Financial Partners increased its Enterprise Products Partners (EPD) stake by 0.17% in Q3 2024, buying an estimated $1.99K and bringing the position to 41,262 shares worth $1.2M. The position accounts for 0.26% of the portfolio, ranked #77.

Sweet Financial Partners first reported a position in EPD in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.21M in Q1 2024. 1,358 funds tracked by Wall St. Rank hold EPD as of Q3 2024.

Sweet Financial Partners held 41,262 shares of Enterprise Products Partners worth $1.2M as of Q3 2024.
Sweet Financial Partners bought 68 Enterprise Products Partners shares in Q3 2024, an estimated $1.99K.
Enterprise Products Partners made up 0.26% of Sweet Financial Partners's portfolio in Q3 2024, its #77 holding.
Sweet Financial Partners first reported a position in Enterprise Products Partners in Q4 2021 and has held it in 12 quarters since.
Sweet Financial Partners's Enterprise Products Partners position peaked at $1.21M in Q1 2024.
1,358 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.