LIM
MMP

Leavell Investment Management’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Leavell Investment 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
Q3 		– Sell
-112,540
Closed -$7.01M – 470
2023
Q2 		$7.01M Sell
112,540
-1,350
-1% -$78.8K 0.48% 57
2023
Q1 		$6.18M Hold
113,890
– – 0.44% 63
2022
Q4 		$5.72M Buy
113,890
+500
+0.4% +$25.4K 0.43% 71
2022
Q3 		$5.39M Buy
113,390
+3,470
+3% +$174K 0.43% 70
2022
Q2 		$5.25M Hold
109,920
– – 0.4% 77
2022
Q1 		$5.39M Buy
109,920
+350
+0.3% +$16.9K 0.37% 78
2021
Q4 		$5.09M Buy
109,570
+100
+0.1% +$4.72K 0.34% 79
2021
Q3 		$4.99M Sell
109,470
-1,500
-1% -$71.3K 0.37% 77
2021
Q2 		$4.81M Hold
110,970
– – 0.39% 75
2021
Q1 		$4.81M Sell
110,970
-100
-0.1% -$4.37K 0.39% 75
2020
Q4 		$4.71M Sell
111,070
-844
-0.8% -$33.7K 0.41% 67
2020
Q3 		$3.83M Buy
111,914
+21,375
+24% +$846K 0.33% 85
2020
Q2 		$3.91M Buy
90,539
+1,402
+2% +$59.2K 0.38% 79
2020
Q1 		$3.25M Sell
89,137
-350
-0.4% -$18.8K 0.38% 85
2019
Q4 		$5.63M Hold
89,487
– – 0.53% 52
2019
Q3 		$5.93M Sell
89,487
-40
-0% -$2.63K 0.61% 43
2019
Q2 		$5.73M Hold
89,527
– – 0.6% 44
2019
Q1 		$5.43M Buy
89,527
+400
+0.4% +$24.2K 0.61% 46
2018
Q4 		$5.09M Sell
89,127
-400
-0.4% -$24.7K 0.64% 44
2018
Q3 		$6.06M Sell
89,527
-250
-0.3% -$17.3K 0.65% 37
2018
Q2 		$6.2M Hold
89,777
– – 0.7% 33
2018
Q1 		$5.24M Sell
89,777
-1,311
-1% -$88K 0.61% 43
2017
Q4 		$6.46M Sell
91,088
-2,000
-2% -$136K 0.76% 34
2017
Q3 		$6.62M Sell
93,088
-3,900
-4% -$269K 0.82% 27
2017
Q2 		$6.91M Sell
96,988
-600
-0.6% -$44.1K 0.88% 25
2017
Q1 		$7.5M Sell
97,588
-500
-0.5% -$38.8K 0.96% 20
2016
Q4 		$7.42M Sell
98,088
-775
-0.8% -$54.3K 1.02% 18
2016
Q3 		$6.99M Buy
98,863
+3,000
+3% +$214K 1.03% 19
2016
Q2 		$7.29M Sell
95,863
-8,017
-8% -$569K 1.07% 17
2016
Q1 		$7.15M Buy
103,880
+800
+0.8% +$52.3K 1.07% 18
2015
Q4 		$7M Sell
103,080
-575
-0.6% -$37.3K 1.03% 17
2015
Q3 		$6.23M Buy
103,655
+8,085
+8% +$552K 0.98% 18
2015
Q2 		$7.01M Buy
95,570
+2,200
+2% +$177K 1.09% 14
2015
Q1 		$7.16M Buy
93,370
+1,300
+1% +$104K 1.08% 16
2014
Q4 		$7.61M Buy
92,070
+5,520
+6% +$451K 1.17% 14
2014
Q3 		$7.29M Sell
86,550
-1,000
-1% -$83.1K 1.16% 13
2014
Q2 		$7.36M Buy
87,550
+800
+0.9% +$62.7K 1.16% 14
2014
Q1 		$6.05M Buy
86,750
+2,400
+3% +$160K 1.01% 16
2013
Q4 		$5.34M Buy
84,350
+1,900
+2% +$113K 0.9% 17
2013
Q3 		$4.65M Buy
82,450
+3,900
+5% +$214K 0.84% 24
2013
Q2 		$4.28M Buy
+78,550
New +$4.12M 0.8% 29

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
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 $4.9B AUM 23.65% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 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

Leavell Investment Management's MMP Position: Q3 2023 in Review

Leavell Investment Management sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 112,540 shares — an estimated $7.01M sold.

Leavell Investment Management first reported a position in MMP in Q2 2013 and held it in 41 quarters. The position peaked at $7.61M in Q4 2014. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Leavell Investment Management reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Leavell Investment Management sold 112,540 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $7.01M.
  • Leavell Investment Management first reported a position in Magellan Midstream Partners, L.P. in Q2 2013 and held it in 41 quarters.
  • Leavell Investment Management's Magellan Midstream Partners, L.P. position peaked at $7.61M in Q4 2014.
  • 10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Leavell Investment Management's 13F filing for Q3 2023, filed 16 Oct 2023.