Your Advocates Ltd’s Enterprise Products Partners EPD Stock Holding History

Your Advocates Ltd’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	–	Sell	-22,906	Closed	-$604K	–	239
2023 Q4	$604K	Buy	22,906 +425	+2%	+$11.3K	0.24%	19
2023 Q3	$615K	Buy	22,481 +412	+2%	+$11K	0.37%	20
2023 Q2	$582K	Buy	22,069 +409	+2%	+$10.7K	0.3%	21
2023 Q1	$561K	Buy	21,660 +244	+1%	+$6.27K	0.31%	20
2022 Q4	$517K	Buy	21,416 +399	+2%	+$9.82K	0.3%	23
2022 Q3	$500K	Buy	21,017 +364	+2%	+$9.39K	0.3%	22
2022 Q2	$503K	Buy	20,653 +358	+2%	+$9.42K	0.3%	21
2022 Q1	$524K	Buy	20,295 +377	+2%	+$9.15K	0.3%	19
2021 Q4	$437K	Buy	19,918 +381	+2%	+$8.55K	0.25%	20
2021 Q3	$423K	Buy	19,537 +379	+2%	+$8.61K	0.27%	17
2021 Q2	$462K	Buy	19,158 +358	+2%	+$8.47K	0.3%	18
2021 Q1	$414K	Buy	18,800 +381	+2%	+$8.38K	0.31%	17
2020 Q4	$361K	Hold	18,419	–	–	0.27%	17
2020 Q3	$291K	Hold	18,419	–	–	0.23%	16
2020 Q2	$334K	Hold	18,419	–	–	0.23%	18
2020 Q1	$263K	Hold	18,419	–	–	0.23%	19
2019 Q4	$519K	Buy	+18,419	New	+$499K	0.41%	17

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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 $6.22B AUM 18.97% 1-Year Est. Return

TCA

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

Your Advocates Ltd's EPD Position: Q1 2024 in Review

Your Advocates Ltd sold out of Enterprise Products Partners (EPD) in Q1 2024, closing a stake of 22,906 shares — an estimated $604K sold.

Your Advocates Ltd first reported a position in EPD in Q4 2019 and held it in 17 quarters. The position peaked at $615K in Q3 2023. 1,320 funds tracked by Wall St. Rank hold EPD as of Q1 2024.

Your Advocates Ltd reported no remaining Enterprise Products Partners position as of Q1 2024 after selling out during the quarter.
Your Advocates Ltd sold 22,906 Enterprise Products Partners shares in Q1 2024, an estimated $604K.
Your Advocates Ltd first reported a position in Enterprise Products Partners in Q4 2019 and held it in 17 quarters.
Your Advocates Ltd's Enterprise Products Partners position peaked at $615K in Q3 2023.
1,320 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2024.

Based on Your Advocates Ltd's 13F filing for Q1 2024, filed 1 May 2024.