Aureus Asset Management’s Murphy USA MUSA Stock Holding History

Aureus Asset Management’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
2022 Q4	–	Sell	-3,855	Closed	-$1.06M	–	183
2022 Q3	$1.06M	Hold	3,855	–	–	0.09%	83
2022 Q2	$898K	Hold	3,855	–	–	0.07%	100
2022 Q1	$771K	Hold	3,855	–	–	0.05%	116
2021 Q4	$768K	Sell	3,855 -190	-5%	-$34K	0.05%	106
2021 Q3	$677K	Hold	4,045	–	–	0.04%	110
2021 Q2	$539K	Hold	4,045	–	–	0.03%	134
2021 Q1	$585K	Buy	+4,045	New	+$523K	0.05%	105

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

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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

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

Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Aureus Asset Management's MUSA Position: Q4 2022 in Review

Aureus Asset Management sold out of Murphy USA (MUSA) in Q4 2022, closing a stake of 3,855 shares — an estimated $1.06M sold.

Aureus Asset Management first reported a position in MUSA in Q1 2021 and held it in 7 quarters. The position peaked at $1.06M in Q3 2022. 428 funds tracked by Wall St. Rank hold MUSA as of Q4 2022.

Aureus Asset Management reported no remaining Murphy USA position as of Q4 2022 after selling out during the quarter.
Aureus Asset Management sold 3,855 Murphy USA shares in Q4 2022, an estimated $1.06M.
Aureus Asset Management first reported a position in Murphy USA in Q1 2021 and held it in 7 quarters.
Aureus Asset Management's Murphy USA position peaked at $1.06M in Q3 2022.
428 funds tracked by Wall St. Rank held Murphy USA as of Q4 2022.

Based on Aureus Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.