DI
MMP

Disciplined Investments’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Disciplined Investments’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
-19,391
Closed -$1.21M – 1679
2023
Q2 		$1.21M Sell
19,391
-3,447
-15% -$201K 0.65% 46
2023
Q1 		$1.24M Buy
22,838
+22,357
+4,648% +$1.18M 0.52% 54
2022
Q4 		$24.2K Sell
481
-19,463
-98% -$987K 0.01% 273
2022
Q3 		$948K Sell
19,944
-672
-3% -$33.7K 0.44% 61
2022
Q2 		$985K Sell
20,616
-782
-4% -$39K 0.45% 57
2022
Q1 		$1.05M Buy
21,398
+2,015
+10% +$97.5K 0.43% 59
2021
Q4 		$900K Buy
19,383
+129
+0.7% +$6.09K 0.4% 58
2021
Q3 		$878K Buy
19,254
+2
+0% +$95 0.43% 55
2021
Q2 		$942K Buy
19,252
+322
+2% +$15.6K 0.48% 53
2021
Q1 		$821K Buy
18,930
+18,898
+59,056% +$826K 0.48% 54
2020
Q4 		$1K Sell
32
-5,800
-99% -$231K ﹤0.01% 312
2020
Q3 		$199K Sell
5,832
-2,114
-27% -$83.7K 0.15% 91
2020
Q2 		$343K Sell
7,946
-457
-5% -$19.3K 0.27% 72
2020
Q1 		$307K Buy
8,403
+3,566
+74% +$191K 0.29% 70
2019
Q4 		$304K Buy
+4,837
New +$301K 0.26% 72

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 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
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 $683M AUM 22.58% 1-Year Est. Return

Disciplined Investments's MMP Position: Q3 2023 in Review

Disciplined Investments sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 19,391 shares — an estimated $1.21M sold.

Disciplined Investments first reported a position in MMP in Q4 2019 and held it in 15 quarters. The position peaked at $1.24M in Q1 2023. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Disciplined Investments reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 19,391 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $1.21M.
  • Disciplined Investments first reported a position in Magellan Midstream Partners, L.P. in Q4 2019 and held it in 15 quarters.
  • Disciplined Investments's Magellan Midstream Partners, L.P. position peaked at $1.24M in Q1 2023.
  • 11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.