Merit Financial Group
MMP

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
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Energy Income Partners
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
Tortoise Capital Advisors
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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. 618 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.
  • 618 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.