UBS Group
MMP

UBS Group’s Magellan Midstream Partners, L.P. MMP Stock Holding History

UBS Group’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
-3,927,982
Closed -$245M – 10240
2023
Q2 		$245M Buy
3,927,982
+791,935
+25% +$46.2M 0.08% 248
2023
Q1 		$170M Buy
3,136,047
+36,978
+1% +$1.96M 0.06% 305
2022
Q4 		$156M Sell
3,099,069
-23,607
-0.8% -$1.2M 0.06% 337
2022
Q3 		$148M Buy
3,122,676
+40,655
+1% +$2.04M 0.07% 299
2022
Q2 		$147M Buy
3,082,021
+45,610
+2% +$2.28M 0.06% 322
2022
Q1 		$149M Sell
3,036,411
-132,317
-4% -$6.4M 0.05% 387
2021
Q4 		$147M Sell
3,168,728
-78,457
-2% -$3.71M 0.04% 434
2021
Q3 		$148M Sell
3,247,185
-11,952
-0.4% -$568K 0.05% 394
2021
Q2 		$159M Buy
3,259,137
+381,509
+13% +$18.5M 0.05% 358
2021
Q1 		$125M Sell
2,877,628
-725,202
-20% -$31.7M 0.04% 422
2020
Q4 		$153M Sell
3,602,830
-476,423
-12% -$19M 0.05% 350
2020
Q3 		$140M Sell
4,079,253
-1,156,242
-22% -$45.8M 0.05% 316
2020
Q2 		$226M Buy
5,235,495
+354,054
+7% +$15M 0.1% 219
2020
Q1 		$178M Sell
4,881,441
-142,319
-3% -$7.64M 0.08% 227
2019
Q4 		$316M Sell
5,023,760
-360,290
-7% -$22.4M 0.11% 184
2019
Q3 		$357M Sell
5,384,050
-286,150
-5% -$18.8M 0.14% 160
2019
Q2 		$363M Buy
5,670,200
+283,790
+5% +$17.6M 0.14% 156
2019
Q1 		$327M Buy
5,386,410
+844,209
+19% +$51M 0.13% 165
2018
Q4 		$259M Buy
4,542,201
+329,078
+8% +$20.3M 0.12% 181
2018
Q3 		$285M Buy
4,213,123
+4,809
+0.1% +$334K 0.11% 190
2018
Q2 		$291M Sell
4,208,314
-790,253
-16% -$53.1M 0.13% 183
2018
Q1 		$292M Buy
4,998,567
+875,208
+21% +$58.8M 0.13% 184
2017
Q4 		$293M Sell
4,123,359
-567,667
-12% -$38.7M 0.12% 187
2017
Q3 		$333M Sell
4,691,026
-402,103
-8% -$27.8M 0.15% 154
2017
Q2 		$363M Sell
5,093,129
-814,195
-14% -$59.8M 0.19% 133
2017
Q1 		$454M Buy
5,907,324
+453,671
+8% +$35.2M 0.25% 86
2016
Q4 		$412M Buy
5,453,653
+1,267,817
+30% +$88.8M 0.23% 97
2016
Q3 		$296M Sell
4,185,836
-441,088
-10% -$31.5M 0.18% 135
2016
Q2 		$352M Sell
4,626,924
-160,734
-3% -$11.4M 0.22% 106
2016
Q1 		$329M Sell
4,787,658
-778,415
-14% -$50.9M 0.22% 98
2015
Q4 		$378M Sell
5,566,073
-1,394,330
-20% -$90.4M 0.25% 83
2015
Q3 		$418M Sell
6,960,403
-210,539
-3% -$14.4M 0.3% 61
2015
Q2 		$526M Buy
7,170,942
+303,812
+4% +$24.4M 0.35% 43
2015
Q1 		$527M Sell
6,867,130
-145,815
-2% -$11.7M 0.36% 39
2014
Q4 		$580M Buy
+7,012,945
New +$573M 0.41% 36

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
PR
Payden & Rygel Los Angeles, California $1.3B AUM 28.32% 1-Year Est. Return
PRIG
Payden & Rygel Investment Group Los Angeles, California $1.24B AUM
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 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 $567M AUM 16.01% 1-Year Est. Return

UBS Group's MMP Position: Q3 2023 in Review

UBS Group sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 3,927,982 shares — an estimated $245M sold.

UBS Group first reported a position in MMP in Q4 2014 and held it in 35 quarters. The position peaked at $580M in Q4 2014. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • UBS Group reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • UBS Group sold 3,927,982 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $245M.
  • UBS Group first reported a position in Magellan Midstream Partners, L.P. in Q4 2014 and held it in 35 quarters.
  • UBS Group's Magellan Midstream Partners, L.P. position peaked at $580M in Q4 2014.
  • 11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on UBS Group's 13F filing for Q3 2023, filed 9 Nov 2023.