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Aperio Group’s Murphy USA MUSA Stock Holding History

Aperio Group’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
2020
Q4 		$3.2M Sell
24,427
-1,517
-6% -$195K 0.01% 1028
2020
Q3 		$3.33M Buy
25,944
+644
+3% +$85.2K 0.01% 890
2020
Q2 		$2.85M Buy
25,300
+1,577
+7% +$173K 0.01% 947
2020
Q1 		$2M Buy
23,723
+23
+0.1% +$2.39K 0.01% 1016
2019
Q4 		$2.77M Buy
23,700
+2,004
+9% +$216K 0.01% 953
2019
Q3 		$1.85M Buy
21,696
+3,539
+19% +$311K 0.01% 1087
2019
Q2 		$1.53M Buy
18,157
+3,240
+22% +$271K 0.01% 1195
2019
Q1 		$1.28M Sell
14,917
-6,454
-30% -$510K 0.01% 1244
2018
Q4 		$1.64M Buy
21,371
+5,598
+35% +$441K 0.01% 1068
2018
Q3 		$1.35M Buy
15,773
+1,564
+11% +$129K 0.01% 1244
2018
Q2 		$1.06M Sell
14,209
-16,518
-54% -$1.14M 0.01% 1357
2018
Q1 		$2.24M Sell
30,727
-982
-3% -$76.7K 0.01% 945
2017
Q4 		$2.55M Buy
31,709
+6,407
+25% +$484K 0.01% 904
2017
Q3 		$1.75M Sell
25,302
-350
-1% -$24.3K 0.01% 990
2017
Q2 		$1.9M Buy
25,652
+11,097
+76% +$776K 0.01% 932
2017
Q1 		$1.07M Sell
14,555
-221
-1% -$14.6K 0.01% 1143
2016
Q4 		$908K Sell
14,776
-3,652
-20% -$246K 0.01% 1179
2016
Q3 		$1.31M Buy
18,428
+1,371
+8% +$102K 0.01% 987
2016
Q2 		$1.26M Buy
17,057
+395
+2% +$25.7K 0.01% 973
2016
Q1 		$1.02M Buy
16,662
+929
+6% +$57.2K 0.01% 1035
2015
Q4 		$956K Buy
15,733
+983
+7% +$58.8K 0.01% 1040
2015
Q3 		$811K Buy
14,750
+451
+3% +$24K 0.01% 1066
2015
Q2 		$798K Sell
14,299
-718
-5% -$45.1K 0.01% 1088
2015
Q1 		$1.09M Buy
15,017
+537
+4% +$37.7K 0.01% 907
2014
Q4 		$997K Sell
14,480
-300
-2% -$17.8K 0.01% 908
2014
Q3 		$784K Buy
14,780
+396
+3% +$20.5K 0.01% 945
2014
Q2 		$703K Buy
14,384
+409
+3% +$19K 0.01% 983
2014
Q1 		$567K Buy
+13,975
New +$565K 0.01% 1274
2013
Q4 		– Sell
-10,850
Closed -$460K – 1215
2013
Q3 		$438K Buy
+10,850
New +$434K 0.01% 1196

Other funds holding MUSA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Aperio Group's MUSA Position: Q4 2020 in Review

Aperio Group reduced its Murphy USA (MUSA) stake by 5.8% in Q4 2020, selling an estimated $195K and leaving 24,427 shares worth $3.2M. The position accounts for 0.01% of the portfolio, ranked #1028.

Aperio Group first reported a position in MUSA in Q3 2013 and has held it in 29 quarters since. The position peaked at $3.33M in Q3 2020. 290 funds tracked by Wall St. Rank hold MUSA as of Q4 2020.

  • Aperio Group held 24,427 shares of Murphy USA worth $3.2M as of Q4 2020.
  • Aperio Group sold 1,517 Murphy USA shares in Q4 2020, an estimated $195K.
  • Murphy USA made up 0.01% of Aperio Group's portfolio in Q4 2020, its #1028 holding.
  • Aperio Group first reported a position in Murphy USA in Q3 2013 and has held it in 29 quarters since.
  • Aperio Group's Murphy USA position peaked at $3.33M in Q3 2020.
  • 290 funds tracked by Wall St. Rank held Murphy USA as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.