Aureus Asset Management’s Marathon Petroleum MPC Stock Holding History

Aureus Asset Management’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
2022 Q3	–	Sell	-2,470	Closed	-$203K	–	181
2022 Q2	$203K	Hold	2,470	–	–	0.02%	179
2022 Q1	$211K	Buy	+2,470	New	+$188K	0.01%	206
2020 Q1	–	Sell	-3,771	Closed	-$227K	–	170
2019 Q4	$227K	Hold	3,771	–	–	0.03%	166
2019 Q3	$229K	Hold	3,771	–	–	0.03%	155
2019 Q2	$211K	Hold	3,771	–	–	0.03%	164
2019 Q1	$226K	Hold	3,771	–	–	0.03%	159
2018 Q4	$223K	Buy	3,771 +1,084	+40%	+$74K	0.04%	154
2018 Q3	$215K	Buy	+2,687	New	+$212K	0.03%	181

Other funds holding MPC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Aureus Asset Management's MPC Position: Q3 2022 in Review

Aureus Asset Management sold out of Marathon Petroleum (MPC) in Q3 2022, closing a stake of 2,470 shares — an estimated $203K sold.

Aureus Asset Management first reported a position in MPC in Q3 2018 and held it in 8 quarters. The position peaked at $229K in Q3 2019. 1,290 funds tracked by Wall St. Rank hold MPC as of Q3 2022.

Aureus Asset Management reported no remaining Marathon Petroleum position as of Q3 2022 after selling out during the quarter.
Aureus Asset Management sold 2,470 Marathon Petroleum shares in Q3 2022, an estimated $203K.
Aureus Asset Management first reported a position in Marathon Petroleum in Q3 2018 and held it in 8 quarters.
Aureus Asset Management's Marathon Petroleum position peaked at $229K in Q3 2019.
1,290 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2022.

Based on Aureus Asset Management's 13F filing for Q3 2022, filed 14 Nov 2022.