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Tiedemann Advisors’s Enterprise Products Partners EPD Stock Holding History

Tiedemann Advisors’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 		$1.1M Hold
40,036
– – 0.05% 114
2023
Q2 		$1.05M Buy
40,036
+8,406
+27% +$220K 0.04% 112
2023
Q1 		$819K Sell
31,630
-119,696
-79% -$3.07M 0.04% 124
2022
Q4 		$3.65M Hold
151,326
– – 0.17% 52
2022
Q3 		$3.6M Sell
151,326
-41,340
-21% -$1.07M 0.22% 53
2022
Q2 		$4.7M Hold
192,666
– – 0.35% 37
2022
Q1 		$4.97M Sell
192,666
-14,339
-7% -$348K 0.25% 49
2021
Q4 		$4.55M Hold
207,005
– – 0.22% 53
2021
Q3 		$4.48M Sell
207,005
-10,427
-5% -$237K 0.24% 49
2021
Q2 		$5.25M Buy
217,432
+1,498
+0.7% +$35.5K 0.21% 55
2021
Q1 		$4.75M Buy
215,934
+34,528
+19% +$759K 0.21% 52
2020
Q4 		$3.55M Sell
181,406
-1,173,598
-87% -$21.9M 0.17% 62
2020
Q3 		$21.4M Buy
1,355,004
+379,710
+39% +$6.65M 1.03% 14
2020
Q2 		$17.7M Sell
975,294
-1,553,853
-61% -$27.8M 0.94% 20
2020
Q1 		$36.2M Buy
2,529,147
+175,800
+7% +$4.08M 2.34% 11
2019
Q4 		$66.3M Sell
2,353,347
-172,268
-7% -$4.67M 3.18% 7
2019
Q3 		$72.2M Buy
2,525,615
+296,661
+13% +$8.64M 3.47% 6
2019
Q2 		$64.4M Sell
2,228,954
-621
-0% -$17.9K 3.22% 7
2019
Q1 		$64.9M Buy
2,229,575
+52,926
+2% +$1.48M 3.06% 5
2018
Q4 		$53.5M Buy
2,176,649
+234,579
+12% +$6.28M 2.74% 7
2018
Q3 		$55.8M Buy
1,942,070
+63,100
+3% +$1.82M 3.3% 8
2018
Q2 		$52M Buy
1,878,970
+73,047
+4% +$2M 3.32% 7
2018
Q1 		$44.2M Buy
1,805,923
+130,905
+8% +$3.49M 3.02% 8
2017
Q4 		$44.4M Buy
1,675,018
+131,834
+9% +$3.34M 3.4% 7
2017
Q3 		$41M Buy
1,543,184
+13,504
+0.9% +$357K 3.68% 5
2017
Q2 		$41.4M Buy
1,529,680
+40,682
+3% +$1.1M 3.01% 7
2017
Q1 		$41.1M Sell
1,488,998
-173,167
-10% -$4.84M 3.45% 5
2016
Q4 		$44.9M Buy
1,662,165
+1,467,070
+752% +$38.2M 4.48% 4
2016
Q3 		$5.33M Buy
195,095
+41,183
+27% +$1.14M 1.11% 14
2016
Q2 		$4.5M Sell
153,912
-740
-0.5% -$19.9K 4.32% 7
2016
Q1 		$3.81M Buy
154,652
+3,510
+2% +$81.7K 3.01% 10
2015
Q4 		$3.87M Buy
151,142
+10,600
+8% +$275K 1.49% 13
2015
Q3 		$3.5M Buy
140,542
+25,670
+22% +$712K 2.7% 7
2015
Q2 		$3.44M Sell
114,872
-840
-0.7% -$27.5K 3.52% 9
2015
Q1 		$3.81M Sell
115,712
-3,405
-3% -$114K 6.97% 4
2014
Q4 		$4.3M Buy
119,117
+32,325
+37% +$1.2M 6.76% 4
2014
Q3 		$3.5M Hold
86,792
– – 7.16% 2
2014
Q2 		$3.4M Buy
86,792
+450
+0.5% +$16.6K 7.96% 2
2014
Q1 		$2.99M Sell
86,342
-898
-1% -$29.8K 9.53% 2
2013
Q4 		$2.89M Sell
87,240
-51,440
-37% -$1.6M 9.56% 2
2013
Q3 		$4.23M Buy
138,680
+8,970
+7% +$274K 8.49% 1
2013
Q2 		$4.03M Buy
+129,710
New +$3.93M 8.28% 2

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
MB
Marquard & Bahls Hamburg, Germany $677M AUM 9.39% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Tiedemann Advisors's EPD Position: Q3 2023 in Review

Tiedemann Advisors held its Enterprise Products Partners (EPD) position steady in Q3 2023 at 40,036 shares worth $1.1M. The position accounts for 0.05% of the portfolio, ranked #114.

Tiedemann Advisors first reported a position in EPD in Q2 2013 and has held it in 42 quarters since. The position peaked at $72.2M in Q3 2019. 1,217 funds tracked by Wall St. Rank hold EPD as of Q3 2023.

  • Tiedemann Advisors held 40,036 shares of Enterprise Products Partners worth $1.1M as of Q3 2023.
  • Tiedemann Advisors left its Enterprise Products Partners share count unchanged in Q3 2023.
  • Enterprise Products Partners made up 0.05% of Tiedemann Advisors's portfolio in Q3 2023, its #114 holding.
  • Tiedemann Advisors first reported a position in Enterprise Products Partners in Q2 2013 and has held it in 42 quarters since.
  • Tiedemann Advisors's Enterprise Products Partners position peaked at $72.2M in Q3 2019.
  • 1,217 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.