MIM
MMP

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

Morningstar 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
-30,097
Closed -$1.88M – 179
2023
Q2 		$1.88M Sell
30,097
-6,192
-17% -$361K 0.25% 36
2023
Q1 		$1.97M Sell
36,289
-19,256
-35% -$1.02M 0.29% 31
2022
Q4 		$2.79M Sell
55,545
-3,981
-7% -$202K 0.47% 30
2022
Q3 		$2.83M Hold
59,526
– – 0.54% 29
2022
Q2 		$2.84M Sell
59,526
-16,501
-22% -$823K 0.54% 30
2022
Q1 		$3.73M Sell
76,027
-16,390
-18% -$793K 0.7% 28
2021
Q4 		$4.29M Sell
92,417
-5,852
-6% -$277K 0.65% 36
2021
Q3 		$4.55M Buy
98,269
+1,142
+1% +$54.3K 0.76% 31
2021
Q2 		$4.75M Buy
+97,127
New +$4.71M 0.53% 36

Other funds holding MMP

BFS
Bradley Foster & Sargent Hartford, Connecticut $6.44B AUM 25.27% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
PR
Payden & Rygel Los Angeles, California $1.3B AUM 28.32% 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 $4.31B AUM 18.36% 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

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

Morningstar Investment Management sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 30,097 shares — an estimated $1.88M sold.

Morningstar Investment Management first reported a position in MMP in Q2 2021 and held it in 9 quarters. The position peaked at $4.75M in Q2 2021. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Morningstar Investment Management reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Morningstar Investment Management sold 30,097 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $1.88M.
  • Morningstar Investment Management first reported a position in Magellan Midstream Partners, L.P. in Q2 2021 and held it in 9 quarters.
  • Morningstar Investment Management's Magellan Midstream Partners, L.P. position peaked at $4.75M in Q2 2021.
  • 11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Morningstar Investment Management's 13F filing for Q3 2023, filed 14 Nov 2023.