Zimmermann Investment Management & Planning’s Enterprise Products Partners EPD Stock Holding History

Zimmermann Investment Management & Planning’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	–	Sell	-8,049	Closed	-$234K	–	34
2024 Q3	$234K	Buy	8,049 +51	+0.6%	+$1.49K	0.07%	134
2024 Q2	$232K	Buy	7,998 +25	+0.3%	+$717	0.08%	121
2024 Q1	$233K	Buy	7,973 +127	+2%	+$3.49K	0.08%	120
2023 Q4	$207K	Buy	+7,846	New	+$209K	0.08%	117
2023 Q2	–	Sell	-7,848	Closed	-$203K	–	108
2023 Q1	$203K	Buy	+7,848	New	+$202K	0.11%	110

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Zimmermann Investment Management & Planning's EPD Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of Enterprise Products Partners (EPD) in Q4 2024, closing a stake of 8,049 shares — an estimated $234K sold.

Zimmermann Investment Management & Planning first reported a position in EPD in Q1 2023 and held it in 5 quarters. The position peaked at $234K in Q3 2024. 1,441 funds tracked by Wall St. Rank hold EPD as of Q4 2024.

Zimmermann Investment Management & Planning reported no remaining Enterprise Products Partners position as of Q4 2024 after selling out during the quarter.
Zimmermann Investment Management & Planning sold 8,049 Enterprise Products Partners shares in Q4 2024, an estimated $234K.
Zimmermann Investment Management & Planning first reported a position in Enterprise Products Partners in Q1 2023 and held it in 5 quarters.
Zimmermann Investment Management & Planning's Enterprise Products Partners position peaked at $234K in Q3 2024.
1,441 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.