LDFR
MMP

Lehman & Derafelo Financial Resources’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Lehman & Derafelo Financial Resources’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
2022
Q4 		$5.48M Sell
109,054
-2,415
-2% -$123K 1.62% 12
2022
Q3 		$5.3M Sell
111,469
-808
-0.7% -$40.6K 1.67% 13
2022
Q2 		$5.36M Sell
112,277
-590
-0.5% -$29.4K 1.66% 12
2022
Q1 		$5.54M Buy
112,867
+530
+0.5% +$25.6K 1.54% 12
2021
Q4 		$5.22M Sell
112,337
-27,418
-20% -$1.3M 1.58% 12
2021
Q3 		$6.37M Buy
139,755
+503
+0.4% +$23.9K 2.07% 11
2021
Q2 		$6.81M Buy
139,252
+3,207
+2% +$155K 1.86% 11
2021
Q1 		$5.9M Buy
136,045
+19,187
+16% +$839K 1.66% 12
2020
Q4 		$4.96M Sell
116,858
-5,341
-4% -$213K 1.48% 15
2020
Q3 		$4.18M Buy
122,199
+26,619
+28% +$1.05M 1.33% 14
2020
Q2 		$4.13M Buy
95,580
+6,015
+7% +$254K 1.44% 11
2020
Q1 		$3.27M Buy
89,565
+13,100
+17% +$703K 1.36% 13
2019
Q4 		$4.81M Buy
76,465
+4,330
+6% +$270K 1.73% 11
2019
Q3 		$4.78M Buy
72,135
+8,600
+14% +$566K 1.83% 12
2019
Q2 		$4.12M Buy
63,535
+1,800
+3% +$112K 1.68% 13
2019
Q1 		$3.74M Buy
61,735
+5,775
+10% +$349K 1.62% 15
2018
Q4 		$3.19M Buy
+55,960
New +$3.46M 1.59% 14

Other funds holding MMP

CSA
Cottage Street Advisors Marion, Massachusetts $231M AUM 24.51% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Lehman & Derafelo Financial Resources's MMP Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources reduced its Magellan Midstream Partners, L.P. (MMP) stake by 2.2% in Q4 2022, selling an estimated $123K and leaving 109,054 shares worth $5.48M. The position accounts for 1.62% of the portfolio, ranked #12.

Lehman & Derafelo Financial Resources first reported a position in MMP in Q4 2018 and has held it in 17 quarters since. The position peaked at $6.81M in Q2 2021. 629 funds tracked by Wall St. Rank hold MMP as of Q4 2022.

  • Lehman & Derafelo Financial Resources held 109,054 shares of Magellan Midstream Partners, L.P. worth $5.48M as of Q4 2022.
  • Lehman & Derafelo Financial Resources sold 2,415 Magellan Midstream Partners, L.P. shares in Q4 2022, an estimated $123K.
  • Magellan Midstream Partners, L.P. made up 1.62% of Lehman & Derafelo Financial Resources's portfolio in Q4 2022, its #12 holding.
  • Lehman & Derafelo Financial Resources first reported a position in Magellan Midstream Partners, L.P. in Q4 2018 and has held it in 17 quarters since.
  • Lehman & Derafelo Financial Resources's Magellan Midstream Partners, L.P. position peaked at $6.81M in Q2 2021.
  • 629 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.