Morton Capital Management’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Morton Capital 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	-10,178	Closed	-$634K	–	95
2023 Q2	$634K	Buy	10,178 +112	+1%	+$6.54K	0.22%	45
2023 Q1	$546K	Buy	10,066 +772	+8%	+$40.9K	0.19%	49
2022 Q4	$467K	Buy	9,294 +113	+1%	+$5.73K	0.18%	52
2022 Q3	$436K	Buy	9,181 +114	+1%	+$5.72K	0.2%	49
2022 Q2	$433K	Buy	9,067 +1,292	+17%	+$64.5K	0.19%	51
2022 Q1	$382K	Buy	7,775 +114	+1%	+$5.52K	0.16%	57
2021 Q4	$356K	Buy	+7,661	New	+$362K	0.14%	60

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

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

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 $567M AUM 16.01% 1-Year Est. Return

Morton Capital Management's MMP Position: Q3 2023 in Review

Morton Capital Management sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 10,178 shares — an estimated $634K sold.

Morton Capital Management first reported a position in MMP in Q4 2021 and held it in 7 quarters. The position peaked at $634K in Q2 2023. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

Morton Capital Management reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
Morton Capital Management sold 10,178 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $634K.
Morton Capital Management first reported a position in Magellan Midstream Partners, L.P. in Q4 2021 and held it in 7 quarters.
Morton Capital Management's Magellan Midstream Partners, L.P. position peaked at $634K in Q2 2023.
11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Morton Capital Management's 13F filing for Q3 2023, filed 5 Dec 2023.