Birch Capital Management’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Birch Capital Management’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	-20,083	Closed	-$1.25M	–	103
2023 Q2	$1.25M	Hold	20,083	–	–	0.76%	37
2023 Q1	$1.09M	Hold	20,083	–	–	0.7%	36
2022 Q4	$1.01M	Buy	20,083 +12,562	+167%	+$637K	0.69%	36
2022 Q3	$357K	Hold	7,521	–	–	0.27%	46
2022 Q2	$359K	Buy	7,521 +2,192	+41%	+$109K	0.26%	47
2022 Q1	$262K	Buy	5,329 +2,226	+72%	+$108K	0.16%	60
2021 Q4	$144K	Hold	3,103	–	–	0.09%	68
2021 Q3	$141K	Buy	3,103 +323	+12%	+$15.4K	0.1%	66
2021 Q2	$136K	Buy	2,780 +294	+12%	+$14.3K	0.09%	67
2021 Q1	$108K	Hold	2,486	–	–	0.08%	68
2020 Q4	$106K	Sell	2,486 -2,671	-52%	-$107K	0.08%	68
2020 Q3	$176K	Hold	5,157	–	–	0.15%	56
2020 Q2	$223K	Buy	5,157 +2,377	+86%	+$100K	0.21%	54
2020 Q1	$101K	Buy	2,780 +641	+30%	+$34.4K	0.12%	59
2019 Q4	$134K	Buy	+2,139	New	+$133K	0.13%	59

Other funds holding MMP

BFS

Bradley Foster & Sargent Hartford, Connecticut $6.44B AUM 25.27% 1-Year Est. Return

BFG

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

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

Payden & Rygel Los Angeles, California $1.3B AUM 28.32% 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 $4.31B AUM 18.36% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return

BCMLT

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

Birch Capital Management's MMP Position: Q3 2023 in Review

Birch Capital Management sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 20,083 shares — an estimated $1.25M sold.

Birch Capital Management first reported a position in MMP in Q4 2019 and held it in 15 quarters. The position peaked at $1.25M in Q2 2023. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

Birch Capital Management reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
Birch Capital Management sold 20,083 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $1.25M.
Birch Capital Management first reported a position in Magellan Midstream Partners, L.P. in Q4 2019 and held it in 15 quarters.
Birch Capital Management's Magellan Midstream Partners, L.P. position peaked at $1.25M in Q2 2023.
11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Birch Capital Management's 13F filing for Q3 2023, filed 12 Oct 2023.