AMG Funds LLC EPD ENTERPRISE PRODS PARTNERS L

Ownership history in AMG Funds LLC  ·  8 quarters on record

AI Ownership Summary

AMG Funds LLC reported ENTERPRISE PRODS PARTNERS L (EPD) in 8 quarterly 13F filings .

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EPD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AMG Funds LLC's position in ENTERPRISE PRODS PARTNERS L, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing

See the most recent quarter where the fund disclosed this position.

High-water mark
Peak Conviction

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
8 quarters

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How AMG Funds LLC held EPD — position size vs. price
% of Fund (quarterly)    EPD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 0 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About AMG Funds LLC and EPD

These are the practical questions this page is built to answer before you even open the full history table.

How long has AMG Funds LLC reported owning EPD?

AMG Funds LLC reported EPD across 0 quarterly 13F filings.

What was the largest reported EPD position in AMG Funds LLC's portfolio?

This page shows the quarter-by-quarter portfolio weight history for EPD in AMG Funds LLC.

What is the latest reported EPD position on this page?

The most recent filing on this page is 2020 Q3, when AMG Funds LLC reported 20,826 shares, equal to 1.65% of portfolio, with an estimated market value of $329K.

What does the chart on this EPD ownership page compare?

The chart compares AMG Funds LLC's quarterly EPD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did AMG Funds LLC time their EPD position?

Based on 13F filing dates vs. subsequent EPD price moves, AMG Funds LLC correctly timed 3 out of 7 reported position changes (43%). The annualised alpha on EPD relative to SPY over the holding period was -27.6%.

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