Form 13-F position report

MAGELLAN MIDSTREAM PRTNRS LP

Reported by Lehman & Derafelo Financial Resources LLC

ETF profile Manager portfolio Source filing
MMP CUSIP 559080106 Manager CIK 0001767952
Latest reported change

Reported 109,054 shares, down 2,415 (2.2%) from the prior quarter.

Reported value 3.4%; share count -2.2% vs. the prior quarter.

Reduced
% of reported 13F value 1.62% This manager · Q4 2022
Shares 109,054 Quarter-end amount reported
Reported value $5,475,577 Fair value at quarter end
Consecutive quarters held 17 Through Q4 2022

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

17 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q4 2022 Reduced 109,054 -2,415 (-2.2%) 1.62% $5,475,577 2023-01-20
Q3 2022 Reduced 111,469 -808 (-0.7%) 1.67% $5,296,000 2022-10-21
Q2 2022 Reduced 112,277 -590 (-0.5%) 1.66% $5,362,000 2022-07-19
Q1 2022 Added 112,867 +530 (0.5%) 1.54% $5,538,000 2022-04-21
Q4 2021 Reduced 112,337 -27,418 (-19.6%) 1.58% $5,217,000 2022-02-11
Q3 2021 Added 139,755 +503 (0.4%) 2.07% $6,370,000 2021-10-28
Q2 2021 Added 139,252 +3,207 (2.4%) 1.86% $6,811,000 2021-07-19
Q1 2021 Added 136,045 +19,187 (16.4%) 1.66% $5,899,000 2021-04-21
Q4 2020 Reduced 116,858 -5,341 (-4.4%) 1.48% $4,959,000 2021-01-20
Q3 2020 Added 122,199 +26,619 (27.8%) 1.33% $4,179,000 2020-11-06
Q2 2020 Added 95,580 +6,015 (6.7%) 1.44% $4,126,000 2020-07-30
Q1 2020 Added 89,565 +13,100 (17.1%) 1.36% $3,268,000 2020-05-13
Q4 2019 Added 76,465 +4,330 (6.0%) 1.73% $4,807,000 2020-02-12
Q3 2019 Added 72,135 +8,600 (13.5%) 1.83% $4,780,000 2019-11-12
Q2 2019 Added 63,535 +1,800 (2.9%) 1.68% $4,120,000 2019-08-14
Q1 2019 Added 61,735 +5,775 (10.3%) 1.62% $3,743,000 2019-05-14
Q4 2018 New 55,960 +55,960 (0.0%) 1.59% $3,193,000 2019-02-14
Institutional context

Who else reported the position

675 managers reported MAGELLAN MIDSTREAM PRTNRS LP for Q4 2022.

Manager Activity Shares Change % of reported 13F Reported value Tenure
Cottage Street Advisors LLC Added 3,499,828 +3,410,731 5.66% $1,098,601,000 29 qtrs
ALPS ADVISORS INC Added 13,177,276 +4,493 5.9% $661,631,028 39 qtrs
Invesco Ltd Reduced 7,843,904 -825,136 0.12% $393,842,419 39 qtrs
JANUS HENDERSON GROUP PLC Reduced 7,736,550 -107,114 0.28% $388,452,176 16 qtrs
Energy Income Partners LLC Added 6,620,265 +189,427 7.49% $332,403,506 39 qtrs
The Goldman Sachs Group Inc Added 5,771,989 +9,790 0.07% $289,811,568 39 qtrs
MORGAN STANLEY Added 4,358,092 +16,875 0.02% $218,819,800 39 qtrs
TORTOISE CAPITAL ADVISORS L L C Reduced 3,666,308 -164,662 2.76% $184,085,325 39 qtrs
Mirae Asset Global Investments Co Ltd Added 3,345,615 +342,415 0.44% $167,983,329 18 qtrs
Blackstone Inc Added 3,130,695 +2,454,514 0.6% $157,192,196 11 qtrs
A free account expands this comparison to 25 managers. Create free account
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
December 31, 2022
Filed
January 20, 2023
Filing type
13F-HR
Position type
COM UNIT RP LP

Voting authority reported

Sole
109,054
Shared
0
None
0

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.