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Tandem Financial’s Enterprise Products Partners EPD Stock Holding History

Tandem Financial’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
2025
Q1 		– Sell
-1,942
Closed -$60.9K – 56
2024
Q4 		$60.9K Buy
+1,942
New +$59.7K 0.06% 65

Other funds holding EPD

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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 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
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Tandem Financial's EPD Position: Q1 2025 in Review

Tandem Financial sold out of Enterprise Products Partners (EPD) in Q1 2025, closing a stake of 1,942 shares — an estimated $60.9K sold.

Tandem Financial first reported a position in EPD in Q4 2024 and held it in 1 quarter. The position peaked at $60.9K in Q4 2024. 1,474 funds tracked by Wall St. Rank hold EPD as of Q1 2025.

  • Tandem Financial reported no remaining Enterprise Products Partners position as of Q1 2025 after selling out during the quarter.
  • Tandem Financial sold 1,942 Enterprise Products Partners shares in Q1 2025, an estimated $60.9K.
  • Tandem Financial first reported a position in Enterprise Products Partners in Q4 2024 and held it in 1 quarter.
  • Tandem Financial's Enterprise Products Partners position peaked at $60.9K in Q4 2024.
  • 1,474 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2025.

Based on Tandem Financial's 13F filing for Q1 2025, filed 8 May 2025.