HM Payson & Co’s Magellan Midstream Partners, L.P. MMP Stock Holding History

HM Payson & Co’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	-6,022	Closed	-$375K	–	1059
2023 Q2	$375K	Hold	6,022	–	–	0.01%	295
2023 Q1	$327K	Hold	6,022	–	–	0.01%	308
2022 Q4	$302K	Hold	6,022	–	–	0.01%	311
2022 Q3	$286K	Buy	6,022 +2,200	+58%	+$110K	0.01%	311
2022 Q2	$183K	Hold	3,822	–	–	﹤0.01%	389
2022 Q1	$188K	Hold	3,822	–	–	﹤0.01%	408
2021 Q4	$177K	Hold	3,822	–	–	﹤0.01%	418
2021 Q3	$174K	Hold	3,822	–	–	﹤0.01%	405
2021 Q2	$187K	Hold	3,822	–	–	﹤0.01%	397
2021 Q1	$166K	Hold	3,822	–	–	﹤0.01%	418
2020 Q4	$162K	Hold	3,822	–	–	﹤0.01%	415
2020 Q3	$131K	Hold	3,822	–	–	﹤0.01%	418
2020 Q2	$165K	Hold	3,822	–	–	0.01%	369
2020 Q1	$139K	Hold	3,822	–	–	0.01%	374
2019 Q4	$240K	Buy	3,822 +1,670	+78%	+$104K	0.01%	360
2019 Q3	$143K	Hold	2,152	–	–	0.01%	436
2019 Q2	$138K	Buy	+2,152	New	+$134K	﹤0.01%	451
2018 Q3	–	Sell	-3,602	Closed	-$248K	–	367
2018 Q2	$248K	Hold	3,602	–	–	0.01%	304
2018 Q1	$210K	Hold	3,602	–	–	0.01%	313
2017 Q4	$256K	Buy	+3,602	New	+$245K	0.01%	305
2017 Q3	–	Sell	-3,602	Closed	-$257K	–	349
2017 Q2	$257K	Hold	3,602	–	–	0.01%	291
2017 Q1	$277K	Hold	3,602	–	–	0.01%	282
2016 Q4	$273K	Hold	3,602	–	–	0.01%	279
2016 Q3	$255K	Hold	3,602	–	–	0.01%	278
2016 Q2	$274K	Buy	+3,602	New	+$255K	0.01%	273

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 $479M AUM 31.52% 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

HM Payson & Co's MMP Position: Q3 2023 in Review

HM Payson & Co sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 6,022 shares — an estimated $375K sold.

HM Payson & Co first reported a position in MMP in Q2 2016 and held it in 25 quarters. The position peaked at $375K in Q2 2023. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

HM Payson & Co reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
HM Payson & Co sold 6,022 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $375K.
HM Payson & Co first reported a position in Magellan Midstream Partners, L.P. in Q2 2016 and held it in 25 quarters.
HM Payson & Co's Magellan Midstream Partners, L.P. position peaked at $375K in Q2 2023.
10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on HM Payson & Co's 13F filing for Q3 2023, filed 6 Nov 2023.