Zurich Insurance Group’s Enterprise Products Partners EPD Stock Holding History

Zurich Insurance Group’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
2023 Q3	–	Sell	-56,900	Closed	-$1.5M	–	257
2023 Q2	$1.5M	Hold	56,900	–	–	0.02%	172
2023 Q1	$1.47M	Hold	56,900	–	–	0.02%	174
2022 Q4	$1.37M	Hold	56,900	–	–	0.02%	160
2022 Q3	$1.35M	Buy	+56,900	New	+$1.47M	0.02%	149

Other funds holding EPD

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

Marquard & Bahls Hamburg, Germany $677M AUM 9.39% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

TCA

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

Zurich Insurance Group's EPD Position: Q3 2023 in Review

Zurich Insurance Group sold out of Enterprise Products Partners (EPD) in Q3 2023, closing a stake of 56,900 shares — an estimated $1.5M sold.

Zurich Insurance Group first reported a position in EPD in Q3 2022 and held it in 4 quarters. The position peaked at $1.5M in Q2 2023. 1,217 funds tracked by Wall St. Rank hold EPD as of Q3 2023.

Zurich Insurance Group reported no remaining Enterprise Products Partners position as of Q3 2023 after selling out during the quarter.
Zurich Insurance Group sold 56,900 Enterprise Products Partners shares in Q3 2023, an estimated $1.5M.
Zurich Insurance Group first reported a position in Enterprise Products Partners in Q3 2022 and held it in 4 quarters.
Zurich Insurance Group's Enterprise Products Partners position peaked at $1.5M in Q2 2023.
1,217 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2023.

Based on Zurich Insurance Group's 13F filing for Q3 2023, filed 14 Nov 2023.