SI
MMP

Saxon Interests’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Saxon Interests’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
-4,376
Closed -$273K – 206
2023
Q2 		$273K Sell
4,376
-212
-5% -$12.4K 0.15% 139
2023
Q1 		$249K Buy
4,588
+93
+2% +$4.93K 0.14% 149
2022
Q4 		$234K Hold
4,495
– – 0.13% 140
2022
Q3 		$217K Sell
4,495
-28
-0.6% -$1.41K 0.13% 139
2022
Q2 		$216K Buy
4,523
+39
+0.9% +$1.95K 0.13% 137
2022
Q1 		$220K Buy
+4,484
New +$217K 0.12% 134

Other funds holding MMP

Bradley Foster & Sargent
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
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Geneos Wealth Management
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

Saxon Interests's MMP Position: Q3 2023 in Review

Saxon Interests sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 4,376 shares — an estimated $273K sold.

Saxon Interests first reported a position in MMP in Q1 2022 and held it in 6 quarters. The position peaked at $273K in Q2 2023. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Saxon Interests reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Saxon Interests sold 4,376 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $273K.
  • Saxon Interests first reported a position in Magellan Midstream Partners, L.P. in Q1 2022 and held it in 6 quarters.
  • Saxon Interests's Magellan Midstream Partners, L.P. position peaked at $273K in Q2 2023.
  • 10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Saxon Interests's 13F filing for Q3 2023, filed 12 Oct 2023.