Saratoga Research & Investment Management’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Saratoga Research & 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
2023 Q3	–	Sell	-4,500	Closed	-$280K	–	50
2023 Q2	$280K	Hold	4,500	–	–	0.01%	41
2023 Q1	$244K	Hold	4,500	–	–	0.01%	43
2022 Q4	$226K	Hold	4,500	–	–	0.01%	44
2022 Q3	$214K	Hold	4,500	–	–	0.01%	45
2022 Q2	$215K	Hold	4,500	–	–	0.01%	47
2022 Q1	$221K	Hold	4,500	–	–	0.01%	47
2021 Q4	$209K	Hold	4,500	–	–	0.01%	48
2021 Q3	$205K	Hold	4,500	–	–	0.01%	46
2021 Q2	$220K	Buy	+4,500	New	+$218K	0.01%	43
2020 Q1	–	Sell	-4,500	Closed	-$283K	–	50
2019 Q4	$283K	Hold	4,500	–	–	0.02%	39
2019 Q3	$298K	Hold	4,500	–	–	0.02%	38
2019 Q2	$288K	Hold	4,500	–	–	0.02%	38
2019 Q1	$273K	Hold	4,500	–	–	0.02%	40
2018 Q4	$257K	Hold	4,500	–	–	0.02%	42
2018 Q3	$305K	Hold	4,500	–	–	0.02%	40
2018 Q2	$311K	Hold	4,500	–	–	0.02%	38
2018 Q1	$263K	Hold	4,500	–	–	0.02%	40
2017 Q4	$319K	Hold	4,500	–	–	0.02%	40
2017 Q3	$320K	Hold	4,500	–	–	0.02%	38
2017 Q2	$321K	Hold	4,500	–	–	0.03%	38
2017 Q1	$346K	Hold	4,500	–	–	0.03%	36
2016 Q4	$340K	Hold	4,500	–	–	0.03%	37
2016 Q3	$318K	Hold	4,500	–	–	0.03%	38
2016 Q2	$342K	Hold	4,500	–	–	0.03%	39
2016 Q1	$310K	Hold	4,500	–	–	0.03%	43
2015 Q4	$306K	Buy	4,500 +500	+13%	+$32.4K	0.03%	44
2015 Q3	$240K	Sell	4,000 -500	-11%	-$34.1K	0.02%	47
2015 Q2	$330K	Hold	4,500	–	–	0.03%	42
2015 Q1	$345K	Buy	4,500 +500	+13%	+$40K	0.03%	42
2014 Q4	$331K	Sell	4,000 -500	-11%	-$40.9K	0.03%	44
2014 Q3	$379K	Hold	4,500	–	–	0.04%	39
2014 Q2	$378K	Hold	4,500	–	–	0.04%	43
2014 Q1	$314K	Hold	4,500	–	–	0.03%	45
2013 Q4	$285K	Hold	4,500	–	–	0.03%	49
2013 Q3	$254K	Hold	4,500	–	–	0.03%	51
2013 Q2	$245K	Buy	+4,500	New	+$236K	0.03%	53

Other funds holding MMP

BFS

Bradley Foster & Sargent Hartford, Connecticut $6.44B AUM 25.27% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

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

Saratoga Research & Investment Management's MMP Position: Q3 2023 in Review

Saratoga Research & Investment Management sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 4,500 shares — an estimated $280K sold.

Saratoga Research & Investment Management first reported a position in MMP in Q2 2013 and held it in 36 quarters. The position peaked at $379K in Q3 2014. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

Saratoga Research & Investment Management reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
Saratoga Research & Investment Management sold 4,500 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $280K.
Saratoga Research & Investment Management first reported a position in Magellan Midstream Partners, L.P. in Q2 2013 and held it in 36 quarters.
Saratoga Research & Investment Management's Magellan Midstream Partners, L.P. position peaked at $379K in Q3 2014.
11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Saratoga Research & Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.