CCP
MMP

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

Clarkston Capital 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
-4,100
Closed -$256K – 167
2023
Q2 		$256K Hold
4,100
– – ﹤0.01% 135
2023
Q1 		$222K Sell
4,100
-400
-9% -$21.2K ﹤0.01% 140
2022
Q4 		$226K Sell
4,500
-1,000
-18% -$50.7K ﹤0.01% 150
2022
Q3 		$261K Hold
5,500
– – 0.01% 147
2022
Q2 		$263K Sell
5,500
-600
-10% -$29.9K ﹤0.01% 153
2022
Q1 		$299K Hold
6,100
– – 0.01% 149
2021
Q4 		$283K Sell
6,100
-800
-12% -$37.8K ﹤0.01% 138
2021
Q3 		$315K Hold
6,900
– – 0.01% 121
2021
Q2 		$337K Hold
6,900
– – 0.01% 121
2021
Q1 		$299K Buy
+6,900
New +$302K 0.01% 127

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
PR
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 $8.74B AUM 14.62% 1-Year Est. Return
IA
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 $567M AUM 16.01% 1-Year Est. Return

Clarkston Capital Partners's MMP Position: Q3 2023 in Review

Clarkston Capital Partners sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 4,100 shares — an estimated $256K sold.

Clarkston Capital Partners first reported a position in MMP in Q1 2021 and held it in 10 quarters. The position peaked at $337K in Q2 2021. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Clarkston Capital Partners reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Clarkston Capital Partners sold 4,100 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $256K.
  • Clarkston Capital Partners first reported a position in Magellan Midstream Partners, L.P. in Q1 2021 and held it in 10 quarters.
  • Clarkston Capital Partners's Magellan Midstream Partners, L.P. position peaked at $337K in Q2 2021.
  • 11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Clarkston Capital Partners's 13F filing for Q3 2023, filed 2 Nov 2023.