Concorde Asset Management’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Concorde Asset 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 Q1	–	Sell	-6,189	Closed	-$311K	–	152
2022 Q4	$311K	Buy	6,189 +115	+2%	+$5.83K	0.28%	88
2022 Q3	$289K	Buy	6,074 +125	+2%	+$6.27K	0.32%	94
2022 Q2	$284K	Buy	5,949 +73	+1%	+$3.64K	0.43%	67
2022 Q1	$288K	Sell	5,876 -483	-8%	-$23.4K	0.19%	113
2021 Q4	$295K	Buy	6,359 +1,967	+45%	+$92.9K	0.18%	128
2021 Q3	$200K	Buy	+4,392	New	+$209K	0.12%	185

Other funds holding MMP

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Concorde Asset Management's MMP Position: Q1 2023 in Review

Concorde Asset Management sold out of Magellan Midstream Partners, L.P. (MMP) in Q1 2023, closing a stake of 6,189 shares — an estimated $311K sold.

Concorde Asset Management first reported a position in MMP in Q3 2021 and held it in 6 quarters. The position peaked at $311K in Q4 2022. 618 funds tracked by Wall St. Rank hold MMP as of Q1 2023.

Concorde Asset Management reported no remaining Magellan Midstream Partners, L.P. position as of Q1 2023 after selling out during the quarter.
Concorde Asset Management sold 6,189 Magellan Midstream Partners, L.P. shares in Q1 2023, an estimated $311K.
Concorde Asset Management first reported a position in Magellan Midstream Partners, L.P. in Q3 2021 and held it in 6 quarters.
Concorde Asset Management's Magellan Midstream Partners, L.P. position peaked at $311K in Q4 2022.
618 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q1 2023.

Based on Concorde Asset Management's 13F filing for Q1 2023, filed 9 May 2023.