Wintrust Investments’s Enterprise Products Partners EPD Stock Holding History

Wintrust Investments’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 Q4	$25K	Buy	803 +54	+7%	+$1.66K	0.02%	355
2024 Q3	$21K	Sell	749 -6,740	-90%	-$197K	0.02%	472
2024 Q2	$217K	Buy	+7,489	New	+$215K	0.02%	441
2024 Q1	–	Sell	-9,270	Closed	-$244K	–	469
2023 Q4	$244K	Buy	9,270 +1,292	+16%	+$34.4K	0.02%	382
2023 Q3	$218K	Buy	7,978 +3	+0%	+$80	0.02%	377
2023 Q2	$210K	Sell	7,975 -5,148	-39%	-$135K	0.02%	401
2023 Q1	$340K	Buy	13,123 +1,473	+13%	+$37.8K	0.04%	249
2022 Q4	$281K	Buy	+11,650	New	+$287K	0.04%	296
2022 Q3	–	Sell	-8,745	Closed	-$213K	–	395
2022 Q2	$213K	Buy	8,745 +3	+0%	+$79	0.03%	351
2022 Q1	$226K	Buy	+8,742	New	+$212K	0.02%	372
2019 Q3	–	Sell	-7,019	Closed	-$203K	–	363
2019 Q2	$203K	Buy	+7,019	New	+$202K	0.03%	352

Other funds holding EPD

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wintrust Investments's EPD Position: Q4 2024 in Review

Wintrust Investments increased its Enterprise Products Partners (EPD) stake by 7.2% in Q4 2024, buying an estimated $1.66K and bringing the position to 803 shares worth $25K. The position accounts for 0.02% of the portfolio, ranked #355.

Wintrust Investments first reported a position in EPD in Q2 2019 and has held it in 11 quarters since. The position peaked at $340K in Q1 2023. 1,442 funds tracked by Wall St. Rank hold EPD as of Q4 2024.

Wintrust Investments held 803 shares of Enterprise Products Partners worth $25K as of Q4 2024.
Wintrust Investments bought 54 Enterprise Products Partners shares in Q4 2024, an estimated $1.66K.
Enterprise Products Partners made up 0.02% of Wintrust Investments's portfolio in Q4 2024, its #355 holding.
Wintrust Investments first reported a position in Enterprise Products Partners in Q2 2019 and has held it in 11 quarters since.
Wintrust Investments's Enterprise Products Partners position peaked at $340K in Q1 2023.
1,442 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.