O'Shaughnessy Asset Management’s Magellan Midstream Partners, L.P. MMP Stock Holding History

O'Shaughnessy Asset 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
2021 Q4	–	Sell	-1,600	Closed	-$73K	–	2668
2021 Q3	$73K	Buy	+1,600	New	+$76.1K	﹤0.01%	1503
2021 Q1	–	Sell	-911	Closed	-$39K	–	2490
2020 Q4	$39K	Buy	+911	New	+$36.3K	﹤0.01%	1305
2020 Q3	–	Sell	-1,102	Closed	-$48K	–	2043
2020 Q2	$48K	Buy	+1,102	New	+$46.5K	﹤0.01%	1001

Other funds holding MMP

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

O'Shaughnessy Asset Management's MMP Position: Q4 2021 in Review

O'Shaughnessy Asset Management sold out of Magellan Midstream Partners, L.P. (MMP) in Q4 2021, closing a stake of 1,600 shares — an estimated $73K sold.

O'Shaughnessy Asset Management first reported a position in MMP in Q2 2020 and held it in 3 quarters. The position peaked at $73K in Q3 2021. 609 funds tracked by Wall St. Rank hold MMP as of Q4 2021.

O'Shaughnessy Asset Management reported no remaining Magellan Midstream Partners, L.P. position as of Q4 2021 after selling out during the quarter.
O'Shaughnessy Asset Management sold 1,600 Magellan Midstream Partners, L.P. shares in Q4 2021, an estimated $73K.
O'Shaughnessy Asset Management first reported a position in Magellan Midstream Partners, L.P. in Q2 2020 and held it in 3 quarters.
O'Shaughnessy Asset Management's Magellan Midstream Partners, L.P. position peaked at $73K in Q3 2021.
609 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q4 2021.

Based on O'Shaughnessy Asset Management's 13F filing for Q4 2021, filed 11 Feb 2022.