Samalin Investment Counsel’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Samalin Investment Counsel’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 Q2	–	Sell	-19,005	Closed	-$1.03M	–	295
2023 Q1	$1.03M	Buy	19,005 +1,352	+8%	+$71.6K	0.62%	41
2022 Q4	$886K	Buy	17,653 +1,631	+10%	+$82.7K	0.56%	52
2022 Q3	$761K	Buy	16,022 +330	+2%	+$16.6K	0.56%	51
2022 Q2	$749K	Buy	15,692 +742	+5%	+$37K	0.53%	51
2022 Q1	$734K	Buy	14,950 +717	+5%	+$34.7K	0.45%	64
2021 Q4	$661K	Buy	14,233 +5,338	+60%	+$252K	0.4%	71
2021 Q3	$405K	Buy	8,895 +1,082	+14%	+$51.4K	0.26%	122
2021 Q2	$382K	Sell	7,813 -9,353	-54%	-$453K	0.25%	141
2021 Q1	$744K	Buy	17,166 +3,732	+28%	+$163K	0.5%	52
2020 Q4	$570K	Buy	13,434 +2,478	+23%	+$98.8K	0.43%	67
2020 Q3	$375K	Buy	+10,956	New	+$434K	0.33%	97
2020 Q1	–	Sell	-643	Closed	-$40K	–	539
2019 Q4	$40K	Buy	+643	New	+$40.1K	0.03%	306

Other funds holding MMP

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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

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

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TCA

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

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

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

Samalin Investment Counsel's MMP Position: Q2 2023 in Review

Samalin Investment Counsel sold out of Magellan Midstream Partners, L.P. (MMP) in Q2 2023, closing a stake of 19,005 shares — an estimated $1.03M sold.

Samalin Investment Counsel first reported a position in MMP in Q4 2019 and held it in 12 quarters. The position peaked at $1.03M in Q1 2023. 611 funds tracked by Wall St. Rank hold MMP as of Q2 2023.

Samalin Investment Counsel reported no remaining Magellan Midstream Partners, L.P. position as of Q2 2023 after selling out during the quarter.
Samalin Investment Counsel sold 19,005 Magellan Midstream Partners, L.P. shares in Q2 2023, an estimated $1.03M.
Samalin Investment Counsel first reported a position in Magellan Midstream Partners, L.P. in Q4 2019 and held it in 12 quarters.
Samalin Investment Counsel's Magellan Midstream Partners, L.P. position peaked at $1.03M in Q1 2023.
611 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q2 2023.

Based on Samalin Investment Counsel's 13F filing for Q2 2023, filed 3 Aug 2023.