Advisory Research’s Murphy USA MUSA Stock Holding History

Advisory Research’s Portfolio MUSA Stock Details MUSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-39,085	Closed	-$5.12M	–	370
2020 Q4	$5.12M	Sell	39,085 -916	-2%	-$118K	0.38%	80
2020 Q3	$5.13M	Sell	40,001 -2,059	-5%	-$272K	0.5%	64
2020 Q2	$4.74M	Sell	42,060 -79,680	-65%	-$8.73M	0.42%	70
2020 Q1	$10.3M	Buy	+121,740	New	+$12.6M	0.71%	52

Other funds holding MUSA

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

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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Advisory Research's MUSA Position: Q1 2021 in Review

Advisory Research sold out of Murphy USA (MUSA) in Q1 2021, closing a stake of 39,085 shares — an estimated $5.12M sold.

Advisory Research first reported a position in MUSA in Q1 2020 and held it in 4 quarters. The position peaked at $10.3M in Q1 2020. 302 funds tracked by Wall St. Rank hold MUSA as of Q1 2021.

Advisory Research reported no remaining Murphy USA position as of Q1 2021 after selling out during the quarter.
Advisory Research sold 39,085 Murphy USA shares in Q1 2021, an estimated $5.12M.
Advisory Research first reported a position in Murphy USA in Q1 2020 and held it in 4 quarters.
Advisory Research's Murphy USA position peaked at $10.3M in Q1 2020.
302 funds tracked by Wall St. Rank held Murphy USA as of Q1 2021.

Based on Advisory Research's 13F filing for Q1 2021, filed 12 May 2021.