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Union Investments & Development’s Enterprise Products Partners EPD Stock Holding History

Union Investments & Development’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
2022
Q4 		– Sell
-172,000
Closed -$4.09M – 51
2022
Q3 		$4.09M Hold
172,000
– – 1.84% 6
2022
Q2 		$4.19M Hold
172,000
– – 1.87% 6
2022
Q1 		$4.44M Hold
172,000
– – 1.59% 7
2021
Q4 		$3.78M Buy
+172,000
New +$3.86M 1.26% 7

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Union Investments & Development's EPD Position: Q4 2022 in Review

Union Investments & Development sold out of Enterprise Products Partners (EPD) in Q4 2022, closing a stake of 172,000 shares — an estimated $4.09M sold.

Union Investments & Development first reported a position in EPD in Q4 2021 and held it in 4 quarters. The position peaked at $4.44M in Q1 2022. 1,174 funds tracked by Wall St. Rank hold EPD as of Q4 2022.

  • Union Investments & Development reported no remaining Enterprise Products Partners position as of Q4 2022 after selling out during the quarter.
  • Union Investments & Development sold 172,000 Enterprise Products Partners shares in Q4 2022, an estimated $4.09M.
  • Union Investments & Development first reported a position in Enterprise Products Partners in Q4 2021 and held it in 4 quarters.
  • Union Investments & Development's Enterprise Products Partners position peaked at $4.44M in Q1 2022.
  • 1,174 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2022.

Based on Union Investments & Development's 13F filing for Q4 2022, filed 14 Feb 2023.