KFS
MMP

Kaizen Financial Strategies’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Kaizen Financial Strategies’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
-7,801
Closed -$499K – 128
2023
Q2 		$499K Sell
7,801
-35
-0.4% -$2.04K 0.43% 41
2023
Q1 		$425K Buy
7,836
+138
+2% +$7.31K 0.42% 47
2022
Q4 		$407K Sell
7,698
-71
-0.9% -$3.6K 0.4% 57
2022
Q3 		$369K Sell
7,769
-1
-0% -$50 0.37% 66
2022
Q2 		$371K Buy
7,770
+257
+3% +$12.8K 0.37% 68
2022
Q1 		$369K Sell
7,513
-2,359
-24% -$114K 0.29% 81
2021
Q4 		$458K Sell
9,872
-1,510
-13% -$71.3K 0.34% 76
2021
Q3 		$519K Buy
+11,382
New +$541K 0.42% 65
2021
Q1 		$473K Buy
10,919
+258
+2% +$11.3K 0.45% 67
2020
Q4 		$452K Buy
+10,661
New +$425K 0.5% 58

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

Kaizen Financial Strategies's MMP Position: Q3 2023 in Review

Kaizen Financial Strategies sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 7,801 shares — an estimated $499K sold.

Kaizen Financial Strategies first reported a position in MMP in Q4 2020 and held it in 10 quarters. The position peaked at $519K in Q3 2021. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Kaizen Financial Strategies reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Kaizen Financial Strategies sold 7,801 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $499K.
  • Kaizen Financial Strategies first reported a position in Magellan Midstream Partners, L.P. in Q4 2020 and held it in 10 quarters.
  • Kaizen Financial Strategies's Magellan Midstream Partners, L.P. position peaked at $519K in Q3 2021.
  • 11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Kaizen Financial Strategies's 13F filing for Q3 2023, filed 31 Oct 2023.