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

Rockbridge 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
2022 Q2	–	Sell	-1,512	Closed	-$75K	–	821
2022 Q1	$75K	Buy	1,512 +13	+0.9%	+$629	0.01%	246
2021 Q4	$70K	Buy	1,499 +13	+0.9%	+$614	0.01%	304
2021 Q3	$68K	Buy	1,486 +12	+0.8%	+$571	0.01%	283
2021 Q2	$72K	Buy	1,474 +892	+153%	+$43.2K	0.01%	265
2021 Q1	$25K	Buy	582 +13	+2%	+$568	﹤0.01%	392
2020 Q4	$24K	Buy	569 +14	+3%	+$558	﹤0.01%	395
2020 Q3	$19K	Buy	555 +13	+2%	+$515	﹤0.01%	396
2020 Q2	$23K	Buy	+542	New	+$22.9K	0.01%	328

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

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

CCM

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

Rockbridge Investment Management's MMP Position: Q2 2022 in Review

Rockbridge Investment Management sold out of Magellan Midstream Partners, L.P. (MMP) in Q2 2022, closing a stake of 1,512 shares — an estimated $75K sold.

Rockbridge Investment Management first reported a position in MMP in Q2 2020 and held it in 8 quarters. The position peaked at $75K in Q1 2022. 602 funds tracked by Wall St. Rank hold MMP as of Q2 2022.

Rockbridge Investment Management reported no remaining Magellan Midstream Partners, L.P. position as of Q2 2022 after selling out during the quarter.
Rockbridge Investment Management sold 1,512 Magellan Midstream Partners, L.P. shares in Q2 2022, an estimated $75K.
Rockbridge Investment Management first reported a position in Magellan Midstream Partners, L.P. in Q2 2020 and held it in 8 quarters.
Rockbridge Investment Management's Magellan Midstream Partners, L.P. position peaked at $75K in Q1 2022.
602 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q2 2022.

Based on Rockbridge Investment Management's 13F filing for Q2 2022, filed 28 May 2024.