VELA Investment Management’s Enterprise Products Partners EPD Stock Holding History

VELA Investment Management’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	-46,541	Closed	-$1.46M	–	160
2024 Q4	$1.46M	Hold	46,541	–	–	0.41%	88
2024 Q3	$1.35M	Hold	46,541	–	–	0.42%	84
2024 Q2	$1.35M	Sell	46,541 -9,961	-18%	-$286K	0.42%	86
2024 Q1	$1.65M	Sell	56,502 -5,615	-9%	-$154K	0.56%	57
2023 Q4	$1.64M	Hold	62,117	–	–	0.63%	49
2023 Q3	$1.7M	Buy	62,117 +29,417	+90%	+$787K	0.75%	44
2023 Q2	$862K	Buy	+32,700	New	+$855K	0.4%	88

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

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

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

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

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

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

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

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

VELA Investment Management's EPD Position: Q1 2025 in Review

VELA Investment Management sold out of Enterprise Products Partners (EPD) in Q1 2025, closing a stake of 46,541 shares — an estimated $1.46M sold.

VELA Investment Management first reported a position in EPD in Q2 2023 and held it in 7 quarters. The position peaked at $1.7M in Q3 2023. 1,474 funds tracked by Wall St. Rank hold EPD as of Q1 2025.

VELA Investment Management reported no remaining Enterprise Products Partners position as of Q1 2025 after selling out during the quarter.
VELA Investment Management sold 46,541 Enterprise Products Partners shares in Q1 2025, an estimated $1.46M.
VELA Investment Management first reported a position in Enterprise Products Partners in Q2 2023 and held it in 7 quarters.
VELA Investment Management's Enterprise Products Partners position peaked at $1.7M in Q3 2023.
1,474 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2025.

Based on VELA Investment Management's 13F filing for Q1 2025, filed 29 Apr 2025.