UCIG
EPD icon

Ulrich Consultants & Investment Group’s Enterprise Products Partners EPD Stock Holding History

Ulrich Consultants & Investment Group’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
Q2 		$270K Hold
10,260
– – 0.65% 18
2023
Q1 		$266K Hold
10,260
– – 0.56% 19
2022
Q4 		$247K Buy
10,260
+900
+10% +$22.2K 0.55% 20
2022
Q3 		$223K Hold
9,360
– – 0.17% 50
2022
Q2 		$228K Buy
+9,360
New +$246K 0.12% 70

Other funds holding EPD

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

Ulrich Consultants & Investment Group's EPD Position: Q2 2023 in Review

Ulrich Consultants & Investment Group held its Enterprise Products Partners (EPD) position steady in Q2 2023 at 10,260 shares worth $270K. The position accounts for 0.65% of the portfolio, ranked #18.

Ulrich Consultants & Investment Group first reported a position in EPD in Q2 2022 and has held it in 5 quarters since. 1,207 funds tracked by Wall St. Rank hold EPD as of Q2 2023.

  • Ulrich Consultants & Investment Group held 10,260 shares of Enterprise Products Partners worth $270K as of Q2 2023.
  • Ulrich Consultants & Investment Group left its Enterprise Products Partners share count unchanged in Q2 2023.
  • Enterprise Products Partners made up 0.65% of Ulrich Consultants & Investment Group's portfolio in Q2 2023, its #18 holding.
  • Ulrich Consultants & Investment Group first reported a position in Enterprise Products Partners in Q2 2022 and has held it in 5 quarters since.
  • 1,207 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2023.

Based on Ulrich Consultants & Investment Group's 13F filing for Q2 2023, filed 7 Aug 2023.