LF
MMP

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

Lee Financial’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
-6,268
Closed -$391K – 865
2023
Q2 		$391K Buy
6,268
+442
+8% +$25.8K 0.07% 96
2023
Q1 		$316K Sell
5,826
-532
-8% -$28.2K 0.05% 107
2022
Q4 		$319K Hold
6,358
– – 0.05% 120
2022
Q3 		$302K Hold
6,358
– – 0.06% 121
2022
Q2 		$303K Hold
6,358
– – 0.06% 120
2022
Q1 		$312K Buy
6,358
+1,517
+31% +$73.4K 0.06% 121
2021
Q4 		$225K Sell
4,841
-168
-3% -$7.94K 0.04% 138
2021
Q3 		$228K Hold
5,009
– – 0.05% 131
2021
Q2 		$245K Hold
5,009
– – 0.05% 127
2021
Q1 		$217K Buy
5,009
+250
+5% +$10.9K 0.05% 130
2020
Q4 		$202K Hold
4,759
– – 0.05% 119
2020
Q3 		$163K Buy
4,759
+123
+3% +$4.87K 0.05% 126
2020
Q2 		$200K Buy
4,636
+1,600
+53% +$67.6K 0.06% 122
2020
Q1 		$110K Hold
3,036
– – 0.04% 131
2019
Q4 		$190K Sell
3,036
-167
-5% -$10.4K 0.04% 120
2019
Q3 		$213K Buy
3,203
+173
+6% +$11.4K 0.05% 115
2019
Q2 		$194K Buy
3,030
+2,386
+370% +$148K 0.04% 129
2019
Q1 		$39K Hold
644
– – 0.01% 205
2018
Q4 		$37K Hold
644
– – 0.01% 199
2018
Q3 		$44K Sell
644
-2,158
-77% -$150K 0.01% 202
2018
Q2 		$193K Hold
2,802
– – 0.05% 162
2018
Q1 		$164K Buy
2,802
+2,158
+335% +$145K 0.04% 167
2017
Q4 		$46K Sell
644
-250
-28% -$17K 0.01% 191
2017
Q3 		$64K Buy
894
+250
+39% +$17.3K 0.02% 166
2017
Q2 		$46K Hold
644
– – 0.02% 196
2017
Q1 		$50K Hold
644
– – 0.02% 174
2016
Q4 		$49K Buy
+644
New +$45.1K 0.03% 177

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 $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

Lee Financial's MMP Position: Q3 2023 in Review

Lee Financial sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 6,268 shares — an estimated $391K sold.

Lee Financial first reported a position in MMP in Q4 2016 and held it in 27 quarters. The position peaked at $391K in Q2 2023. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Lee Financial reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Lee Financial sold 6,268 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $391K.
  • Lee Financial first reported a position in Magellan Midstream Partners, L.P. in Q4 2016 and held it in 27 quarters.
  • Lee Financial's Magellan Midstream Partners, L.P. position peaked at $391K in Q2 2023.
  • 10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Lee Financial's 13F filing for Q3 2023, filed 9 Nov 2023.