MIS
MMP

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

Morningstar Investment Services’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
-133,387
Closed -$8.26M – 284
2023
Q2 		$8.26M Sell
133,387
-61,654
-32% -$3.6M 0.11% 126
2023
Q1 		$10.6M Sell
195,041
-194
-0.1% -$10.3K 0.14% 111
2022
Q4 		$9.86M Sell
195,235
-5,057
-3% -$257K 0.13% 114
2022
Q3 		$10.6M Sell
200,292
-5,576
-3% -$280K 0.15% 109
2022
Q2 		$9.93M Sell
205,868
-4,694
-2% -$234K 0.13% 106
2022
Q1 		$10.5M Buy
210,562
+3,124
+2% +$151K 0.12% 113
2021
Q4 		$9.62M Buy
207,438
+1,162
+0.6% +$54.9K 0.11% 118
2021
Q3 		$9.57M Buy
206,276
+5,451
+3% +$259K 0.11% 110
2021
Q2 		$9.68M Buy
200,825
+3,830
+2% +$186K 0.12% 110
2021
Q1 		$8.43M Sell
196,995
-9,029
-4% -$395K 0.11% 124
2020
Q4 		$8.74M Sell
206,024
-212,478
-51% -$8.48M 0.12% 122
2020
Q3 		$14.6M Buy
418,502
+44,358
+12% +$1.76M 0.23% 101
2020
Q2 		$15.7M Sell
374,144
-107,136
-22% -$4.53M 0.26% 92
2020
Q1 		$16M Buy
481,280
+218,719
+83% +$11.7M 0.29% 89
2019
Q4 		$16.5M Sell
262,561
-8,884
-3% -$553K 0.26% 99
2019
Q3 		$18M Sell
271,445
-1,630
-0.6% -$107K 0.3% 92
2019
Q2 		$17.5M Buy
273,075
+25,280
+10% +$1.57M 0.29% 96
2019
Q1 		$15M Sell
247,795
-11,576
-4% -$699K 0.26% 97
2018
Q4 		$14.8M Sell
259,371
-17,274
-6% -$1.07M 0.29% 92
2018
Q3 		$18.7M Sell
276,645
-19,813
-7% -$1.37M 0.34% 88
2018
Q2 		$20.5M Sell
296,458
-39,801
-12% -$2.67M 0.38% 79
2018
Q1 		$19.6M Sell
336,259
-27,312
-8% -$1.83M 0.38% 79
2017
Q4 		$25.8M Sell
363,571
-24,804
-6% -$1.69M 0.52% 63
2017
Q3 		$27.6M Sell
388,375
-9,535
-2% -$658K 0.6% 61
2017
Q2 		$28.4M Buy
397,910
+7,938
+2% +$583K 0.66% 61
2017
Q1 		$30M Buy
389,972
+6,562
+2% +$509K 0.76% 46
2016
Q4 		$29M Buy
383,410
+12,517
+3% +$877K 0.95% 35
2016
Q3 		$26.2M Buy
370,893
+28,226
+8% +$2.01M 0.76% 41
2016
Q2 		$25.7M Buy
342,667
+18,402
+6% +$1.31M 0.81% 40
2016
Q1 		$22.3M Buy
324,265
+19,728
+6% +$1.29M 0.77% 39
2015
Q4 		$20.7M Buy
304,537
+8,346
+3% +$541K 0.82% 35
2015
Q3 		$17.8M Buy
296,191
+12,056
+4% +$823K 0.76% 41
2015
Q2 		$20.9M Buy
284,135
+15,641
+6% +$1.26M 0.89% 33
2015
Q1 		$20.6M Buy
268,494
+19,171
+8% +$1.53M 0.9% 34
2014
Q4 		$20.6M Buy
249,323
+56,129
+29% +$4.59M 0.97% 29
2014
Q3 		$16.3M Buy
193,194
+487
+0.3% +$40.5K 0.84% 33
2014
Q2 		$16.2M Buy
192,707
+7,403
+4% +$580K 0.94% 27
2014
Q1 		$12.9M Buy
185,304
+11,448
+7% +$762K 0.88% 29
2013
Q4 		$11M Buy
173,856
+9,152
+6% +$546K 0.83% 32
2013
Q3 		$9.42M Buy
164,704
+17,086
+12% +$939K 0.82% 34
2013
Q2 		$8.04M Buy
+147,618
New +$7.75M 0.84% 32

Other funds holding MMP

Bradley Foster & Sargent
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
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Geneos Wealth Management
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 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

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

Morningstar Investment Services sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 133,387 shares — an estimated $8.26M sold.

Morningstar Investment Services first reported a position in MMP in Q2 2013 and held it in 41 quarters. The position peaked at $30M in Q1 2017. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Morningstar Investment Services reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Morningstar Investment Services sold 133,387 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $8.26M.
  • Morningstar Investment Services first reported a position in Magellan Midstream Partners, L.P. in Q2 2013 and held it in 41 quarters.
  • Morningstar Investment Services's Magellan Midstream Partners, L.P. position peaked at $30M in Q1 2017.
  • 10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

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