Wilbanks Smith & Thomas Asset Management’s Enterprise Products Partners EPD Stock Holding History

Wilbanks Smith & Thomas Asset 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
2024 Q1	$786K	Hold	26,924	–	–	0.02%	268
2023 Q4	$709K	Sell	26,924 -7,544	-22%	-$201K	0.02%	282
2023 Q3	$943K	Buy	34,468 +424	+1%	+$11.3K	0.03%	230
2023 Q2	$897K	Buy	34,044 +2,000	+6%	+$52.3K	0.03%	237
2023 Q1	$830K	Buy	32,044 +4,487	+16%	+$115K	0.03%	241
2022 Q4	$665K	Buy	+27,557	New	+$678K	0.03%	262
2020 Q2	–	Sell	-10,759	Closed	-$154K	–	392
2020 Q1	$154K	Buy	+10,759	New	+$250K	0.01%	347
2018 Q4	–	Sell	-4,960	Closed	-$143K	–	629
2018 Q3	$143K	Buy	+4,960	New	+$143K	0.01%	467

Other funds holding EPD

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's EPD Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management held its Enterprise Products Partners (EPD) position steady in Q1 2024 at 26,924 shares worth $786K. The position accounts for 0.02% of the portfolio, ranked #268.

Wilbanks Smith & Thomas Asset Management first reported a position in EPD in Q3 2018 and has held it in 8 quarters since. The position peaked at $943K in Q3 2023. 1,320 funds tracked by Wall St. Rank hold EPD as of Q1 2024.

Wilbanks Smith & Thomas Asset Management held 26,924 shares of Enterprise Products Partners worth $786K as of Q1 2024.
Wilbanks Smith & Thomas Asset Management left its Enterprise Products Partners share count unchanged in Q1 2024.
Enterprise Products Partners made up 0.02% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #268 holding.
Wilbanks Smith & Thomas Asset Management first reported a position in Enterprise Products Partners in Q3 2018 and has held it in 8 quarters since.
Wilbanks Smith & Thomas Asset Management's Enterprise Products Partners position peaked at $943K in Q3 2023.
1,320 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.