Acima Private Wealth’s Marathon Petroleum MPC Stock Holding History

Acima Private Wealth’s Portfolio MPC Stock Details MPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-415	Closed	-$10K	–	261
2020 Q1	$10K	Sell	415 -500	-55%	-$23K	0.01%	223
2019 Q4	$55K	Buy	915 +900	+6,000%	+$56.3K	0.04%	185
2019 Q3	$0	Hold	15	–	–	﹤0.01%	272
2019 Q2	$1K	Hold	15	–	–	﹤0.01%	248
2019 Q1	$1K	Hold	15	–	–	﹤0.01%	251
2018 Q4	$1K	Buy	+15	New	+$1.02K	﹤0.01%	280

Other funds holding MPC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Acima Private Wealth's MPC Position: Q2 2020 in Review

Acima Private Wealth sold out of Marathon Petroleum (MPC) in Q2 2020, closing a stake of 415 shares — an estimated $10K sold.

Acima Private Wealth first reported a position in MPC in Q4 2018 and held it in 6 quarters. The position peaked at $55K in Q4 2019. 925 funds tracked by Wall St. Rank hold MPC as of Q2 2020.

Acima Private Wealth reported no remaining Marathon Petroleum position as of Q2 2020 after selling out during the quarter.
Acima Private Wealth sold 415 Marathon Petroleum shares in Q2 2020, an estimated $10K.
Acima Private Wealth first reported a position in Marathon Petroleum in Q4 2018 and held it in 6 quarters.
Acima Private Wealth's Marathon Petroleum position peaked at $55K in Q4 2019.
925 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2020.

Based on Acima Private Wealth's 13F filing for Q2 2020, filed 14 May 2021.