Sanders Morris Harris’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Sanders Morris Harris’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	-5,550	Closed	-$347K	–	274
2023 Q2	$347K	Buy	+5,550	New	+$324K	0.08%	175
2023 Q1	–	Sell	-6,550	Closed	-$329K	–	255
2022 Q4	$329K	Hold	6,550	–	–	0.12%	147
2022 Q3	$314K	Buy	+6,550	New	+$329K	0.08%	192
2022 Q1	–	Sell	-5,550	Closed	-$260K	–	349
2021 Q4	$260K	Hold	5,550	–	–	0.05%	252
2021 Q3	$256K	Hold	5,550	–	–	0.05%	254
2021 Q2	$271K	Hold	5,550	–	–	0.05%	252
2021 Q1	$251K	Hold	5,550	–	–	0.05%	247
2020 Q4	$256K	Hold	5,550	–	–	0.06%	230
2020 Q3	$203K	Buy	+5,550	New	+$220K	0.06%	235
2020 Q1	–	Sell	-3,232	Closed	-$203K	–	288
2019 Q4	$203K	Hold	3,232	–	–	0.05%	264
2019 Q3	$211K	Sell	3,232 -1,146	-26%	-$75.5K	0.05%	250
2019 Q2	$282K	Buy	+4,378	New	+$272K	0.07%	222
2016 Q2	–	Sell	-38,251	Closed	-$2.63M	–	333
2016 Q1	$2.63M	Buy	+38,251	New	+$2.5M	0.45%	44

Other funds holding MMP

BFS

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

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

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 $4.9B AUM 23.65% 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 $683M AUM 22.58% 1-Year Est. Return

CAS

Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return

Sanders Morris Harris's MMP Position: Q3 2023 in Review

Sanders Morris Harris sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 5,550 shares — an estimated $347K sold.

Sanders Morris Harris first reported a position in MMP in Q1 2016 and held it in 13 quarters. The position peaked at $2.63M in Q1 2016. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

Sanders Morris Harris reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
Sanders Morris Harris sold 5,550 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $347K.
Sanders Morris Harris first reported a position in Magellan Midstream Partners, L.P. in Q1 2016 and held it in 13 quarters.
Sanders Morris Harris's Magellan Midstream Partners, L.P. position peaked at $2.63M in Q1 2016.
10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Sanders Morris Harris's 13F filing for Q3 2023, filed 5 Oct 2023.