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

Merit Financial Group’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 Q1	–	Sell	-9,646	Closed	-$484K	–	742
2022 Q4	$484K	Buy	9,646 +284	+3%	+$14.4K	0.02%	428
2022 Q3	$445K	Buy	9,362 +1,575	+20%	+$79K	0.02%	374
2022 Q2	$372K	Buy	+7,787	New	+$389K	0.01%	410

Other funds holding MMP

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Merit Financial Group's MMP Position: Q1 2023 in Review

Merit Financial Group sold out of Magellan Midstream Partners, L.P. (MMP) in Q1 2023, closing a stake of 9,646 shares — an estimated $484K sold.

Merit Financial Group first reported a position in MMP in Q2 2022 and held it in 3 quarters. The position peaked at $484K in Q4 2022. 619 funds tracked by Wall St. Rank hold MMP as of Q1 2023.

Merit Financial Group reported no remaining Magellan Midstream Partners, L.P. position as of Q1 2023 after selling out during the quarter.
Merit Financial Group sold 9,646 Magellan Midstream Partners, L.P. shares in Q1 2023, an estimated $484K.
Merit Financial Group first reported a position in Magellan Midstream Partners, L.P. in Q2 2022 and held it in 3 quarters.
Merit Financial Group's Magellan Midstream Partners, L.P. position peaked at $484K in Q4 2022.
619 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q1 2023.

Based on Merit Financial Group's 13F filing for Q1 2023, filed 24 Apr 2023.