United Fire Group’s Enterprise Products Partners EPD Stock Holding History

United Fire 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 Q4	$6.85M	Hold	260,000	–	–	12.45%	1
2023 Q3	$7.12M	Hold	260,000	–	–	13.89%	1
2023 Q2	$6.85M	Hold	260,000	–	–	5.29%	2
2023 Q1	$6.73M	Hold	260,000	–	–	4.23%	1
2022 Q4	$6.27M	Hold	260,000	–	–	3.71%	5
2022 Q3	$6.18M	Hold	260,000	–	–	4.14%	2
2022 Q2	$6.34M	Hold	260,000	–	–	3.88%	4
2022 Q1	$6.71M	Buy	260,000 +80,000	+44%	+$1.94M	3.46%	5
2021 Q4	$3.95M	Hold	180,000	–	–	1.86%	28
2021 Q3	$3.9M	Buy	+180,000	New	+$4.09M	1.94%	24

Other funds holding EPD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Marquard & Bahls Hamburg, Germany $677M AUM 9.39% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

United Fire Group's EPD Position: Q4 2023 in Review

United Fire Group held its Enterprise Products Partners (EPD) position steady in Q4 2023 at 260,000 shares worth $6.85M. The position accounts for 12.45% of the portfolio, ranked #1.

United Fire Group first reported a position in EPD in Q3 2021 and has held it in 10 quarters since. The position peaked at $7.12M in Q3 2023. 1,282 funds tracked by Wall St. Rank hold EPD as of Q4 2023.

United Fire Group held 260,000 shares of Enterprise Products Partners worth $6.85M as of Q4 2023.
United Fire Group left its Enterprise Products Partners share count unchanged in Q4 2023.
Enterprise Products Partners made up 12.45% of United Fire Group's portfolio in Q4 2023, its #1 holding.
United Fire Group first reported a position in Enterprise Products Partners in Q3 2021 and has held it in 10 quarters since.
United Fire Group's Enterprise Products Partners position peaked at $7.12M in Q3 2023.
1,282 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2023.

Based on United Fire Group's 13F filing for Q4 2023, filed 13 Feb 2024.