Truist Financial
MMP

Truist Financial’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Truist Financial’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
-45,924
Closed -$2.86M – 2704
2023
Q2 		$2.86M Sell
45,924
-20,125
-30% -$1.17M ﹤0.01% 1086
2023
Q1 		$3.58M Buy
66,049
+2,170
+3% +$115K 0.01% 970
2022
Q4 		$3.21M Buy
63,879
+487
+0.8% +$24.7K 0.01% 994
2022
Q3 		$3.01M Sell
63,392
-8,801
-12% -$442K 0.01% 981
2022
Q2 		$3.45M Sell
72,193
-11,003
-13% -$549K 0.01% 949
2022
Q1 		$4.08M Buy
83,196
+940
+1% +$45.5K 0.01% 961
2021
Q4 		$3.82M Sell
82,256
-4,921
-6% -$233K 0.01% 994
2021
Q3 		$3.97M Buy
87,177
+1,879
+2% +$89.3K 0.01% 974
2021
Q2 		$4.17M Buy
85,298
+3,100
+4% +$150K 0.01% 961
2021
Q1 		$3.56M Sell
82,198
-202
-0.2% -$8.83K 0.01% 982
2020
Q4 		$3.5M Sell
82,400
-6,727
-8% -$268K 0.01% 950
2020
Q3 		$3.05M Sell
89,127
-11,119
-11% -$440K 0.01% 914
2020
Q2 		$4.33M Sell
100,246
-7,857
-7% -$332K 0.01% 755
2020
Q1 		$3.94M Buy
108,103
+1,258
+1% +$67.5K 0.01% 738
2019
Q4 		$6.72M Buy
+106,845
New +$6.66M 0.01% 665
2018
Q1 		– Sell
-14,700
Closed -$1.04M – 793
2017
Q4 		$1.04M Buy
14,700
+1,800
+14% +$123K 0.02% 477
2017
Q3 		$917K Hold
12,900
– – 0.02% 479
2017
Q2 		$919K Sell
12,900
-3,492
-21% -$256K 0.02% 479
2017
Q1 		$1.26M Sell
16,392
-6,368
-28% -$494K 0.03% 433
2016
Q4 		$1.72M Hold
22,760
– – 0.04% 387
2016
Q3 		$1.61M Buy
22,760
+860
+4% +$61.3K 0.03% 397
2016
Q2 		$1.66M Buy
+21,900
New +$1.55M 0.04% 394
2015
Q4 		– Sell
-3,504
Closed -$211K – 824
2015
Q3 		$211K Buy
+3,504
New +$239K 0.01% 750

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

Truist Financial's MMP Position: Q3 2023 in Review

Truist Financial sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 45,924 shares — an estimated $2.86M sold.

Truist Financial first reported a position in MMP in Q3 2015 and held it in 23 quarters. The position peaked at $6.72M in Q4 2019. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Truist Financial reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Truist Financial sold 45,924 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $2.86M.
  • Truist Financial first reported a position in Magellan Midstream Partners, L.P. in Q3 2015 and held it in 23 quarters.
  • Truist Financial's Magellan Midstream Partners, L.P. position peaked at $6.72M in Q4 2019.
  • 10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Truist Financial's 13F filing for Q3 2023, filed 14 Nov 2023.