Almanack Investment Partners’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Almanack Investment Partners’s Portfolio MMP Stock Details MMP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-6,200	Closed	-$386K	–	186
2023 Q2	$386K	Hold	6,200	–	–	0.07%	107
2023 Q1	$336K	Hold	6,200	–	–	0.07%	118
2022 Q4	$311K	Sell	6,200 -6,200	-50%	-$315K	0.07%	122
2022 Q3	$589K	Buy	12,400 +5,400	+77%	+$271K	0.12%	71
2022 Q2	$334K	Sell	7,000 -424	-6%	-$21.2K	0.03%	296
2022 Q1	$364K	Hold	7,424	–	–	0.03%	317
2021 Q4	$345K	Buy	7,424 +260	+4%	+$12.3K	0.03%	341
2021 Q3	$327K	Hold	7,164	–	–	0.03%	352
2021 Q2	$350K	Buy	+7,164	New	+$347K	0.03%	287
2019 Q3	–	Sell	-1,791	Closed	-$115K	–	304
2019 Q2	$115K	Buy	+1,791	New	+$111K	0.03%	251

Other funds holding MMP

BFS

Bradley Foster & Sargent Hartford, Connecticut $7.06B AUM 27.24% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Payden & Rygel Los Angeles, California $1.3B AUM 32.58% 1-Year Est. Return

PRIG

Payden & Rygel Investment Group Los Angeles, California $1.24B AUM

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

BCMLT

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return

CAS

Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return

Almanack Investment Partners's MMP Position: Q3 2023 in Review

Almanack Investment Partners sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 6,200 shares — an estimated $386K sold.

Almanack Investment Partners first reported a position in MMP in Q2 2019 and held it in 10 quarters. The position peaked at $589K in Q3 2022. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

Almanack Investment Partners reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
Almanack Investment Partners sold 6,200 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $386K.
Almanack Investment Partners first reported a position in Magellan Midstream Partners, L.P. in Q2 2019 and held it in 10 quarters.
Almanack Investment Partners's Magellan Midstream Partners, L.P. position peaked at $589K in Q3 2022.
10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Almanack Investment Partners's 13F filing for Q3 2023, filed 5 Oct 2023.