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Enterprise Products Partners shares owned by UMA Financial Services

Quarter-by-quarter ownership of Enterprise Products Partners (EPD) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Enterprise Products Partners

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All positions including Enterprise Products Partners held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Enterprise Products Partners by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $263k 9.3k 28.33
2023-12-31 $250k 9.3k 27.02
2023-09-30 $243k 9.0k 27.09
2023-06-30 $238k 9.0k 26.54
2023-03-31 $240k 9.0k 26.76
2022-12-31 $237k 9.0k 26.33
2022-09-30 $223k 9.0k 24.83
2022-06-30 $239k 9.0k 26.61
2022-03-31 $280k 10k 26.92
2021-12-31 $243k 10k 23.37
2021-09-30 $252k 10k 24.23
2021-06-30 $245k 10k 23.56
2021-03-31 $232k 10k 22.31
2020-12-31 $224k 10k 21.54
2020-09-30 $171k 10k 16.44
2020-06-30 $190k 10k 18.27