SSB
MMP

Sandy Spring Bank’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Sandy Spring Bank’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
-3,000
Closed -$187K – 1297
2023
Q2 		$187K Hold
3,000
– – 0.01% 352
2023
Q1 		$163K Buy
3,000
+1,500
+100% +$79.5K 0.01% 369
2022
Q4 		$75.3K Buy
1,500
+500
+50% +$25.4K ﹤0.01% 458
2022
Q3 		$48K Hold
1,000
– – ﹤0.01% 520
2022
Q2 		$48K Hold
1,000
– – ﹤0.01% 523
2022
Q1 		$49K Hold
1,000
– – ﹤0.01% 545
2021
Q4 		$46K Sell
1,000
-16,006
-94% -$756K ﹤0.01% 591
2021
Q3 		$776K Sell
17,006
-400
-2% -$19K 0.04% 224
2021
Q2 		$851K Buy
17,406
+400
+2% +$19.4K 0.05% 217
2021
Q1 		$737K Hold
17,006
– – 0.04% 220
2020
Q4 		$721K Sell
17,006
-6,945
-29% -$277K 0.04% 216
2020
Q3 		$819K Sell
23,951
-4,290
-15% -$170K 0.06% 198
2020
Q2 		$1.22M Sell
28,241
-350
-1% -$14.8K 0.09% 170
2020
Q1 		$1.04M Sell
28,591
-14,780
-34% -$794K 0.09% 171
2019
Q4 		$2.73M Sell
43,371
-3,435
-7% -$214K 0.2% 116
2019
Q3 		$3.1M Sell
46,806
-4,120
-8% -$271K 0.24% 99
2019
Q2 		$3.26M Sell
50,926
-817
-2% -$50.7K 0.26% 100
2019
Q1 		$3.14M Sell
51,743
-621
-1% -$37.5K 0.27% 96
2018
Q4 		$2.99M Sell
52,364
-7,820
-13% -$483K 0.29% 92
2018
Q3 		$4.08M Sell
60,184
-250
-0.4% -$17.3K 0.33% 82
2018
Q2 		$4.17M Sell
60,434
-1,576
-3% -$106K 0.36% 74
2018
Q1 		$3.62M Sell
62,010
-1,425
-2% -$95.7K 0.32% 80
2017
Q4 		$4.5M Buy
63,435
+552
+0.9% +$37.6K 0.41% 61
2017
Q3 		$4.47M Buy
62,883
+525
+0.8% +$36.2K 0.43% 59
2017
Q2 		$4.44M Sell
62,358
-120
-0.2% -$8.81K 0.44% 59
2017
Q1 		$4.8M Sell
62,478
-7,225
-10% -$560K 0.48% 52
2016
Q4 		$5.27M Buy
69,703
+675
+1% +$47.3K 0.55% 46
2016
Q3 		$4.88M Sell
69,028
-2,640
-4% -$188K 0.52% 48
2016
Q2 		$5.45M Buy
71,668
+670
+0.9% +$47.5K 0.62% 39
2016
Q1 		$4.88M Buy
70,998
+358
+0.5% +$23.4K 0.56% 48
2015
Q4 		$4.8M Sell
70,640
-5,030
-7% -$326K 0.56% 49
2015
Q3 		$4.55M Buy
75,670
+500
+0.7% +$34.1K 0.56% 46
2015
Q2 		$5.52M Hold
75,170
– – 0.62% 40
2015
Q1 		$5.77M Buy
75,170
+840
+1% +$67.1K 0.67% 38
2014
Q4 		$6.14M Hold
74,330
– – 0.74% 35
2014
Q3 		$6.26M Hold
74,330
– – 0.77% 34
2014
Q2 		$6.25M Buy
74,330
+375
+0.5% +$29.4K 0.78% 35
2014
Q1 		$5.16M Sell
73,955
-1,425
-2% -$94.8K 0.79% 34
2013
Q4 		$4.77M Hold
75,380
– – 0.67% 41
2013
Q3 		$4.25M Hold
75,380
– – 0.63% 50
2013
Q2 		$4.11M Buy
+75,380
New +$3.96M 0.64% 47

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
PR
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
IA
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 $463M AUM 23.57% 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

Sandy Spring Bank's MMP Position: Q3 2023 in Review

Sandy Spring Bank sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 3,000 shares — an estimated $187K sold.

Sandy Spring Bank first reported a position in MMP in Q2 2013 and held it in 41 quarters. The position peaked at $6.26M in Q3 2014. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Sandy Spring Bank reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Sandy Spring Bank sold 3,000 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $187K.
  • Sandy Spring Bank first reported a position in Magellan Midstream Partners, L.P. in Q2 2013 and held it in 41 quarters.
  • Sandy Spring Bank's Magellan Midstream Partners, L.P. position peaked at $6.26M in Q3 2014.
  • 10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Sandy Spring Bank's 13F filing for Q3 2023, filed 30 Oct 2023.