Bank Julius Baer & Co
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Bank Julius Baer & Co’s Marathon Petroleum MPC Stock Holding History

Bank Julius Baer & Co’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
2024
Q3 		– Sell
-1,773
Closed -$342K – 534
2024
Q2 		$342K Buy
1,773
+173
+11% +$32.2K ﹤0.01% 302
2024
Q1 		$322K Buy
1,600
+16
+1% +$2.74K ﹤0.01% 352
2023
Q4 		$235K Sell
1,584
-342
-18% -$50.8K ﹤0.01% 390
2023
Q3 		$292K Buy
1,926
+1,446
+301% +$202K ﹤0.01% 360
2023
Q2 		$56K Sell
480
-1,025
-68% -$119K ﹤0.01% 492
2023
Q1 		$203K Sell
1,505
-563
-27% -$70.4K ﹤0.01% 436
2022
Q4 		$241K Sell
2,068
-343
-14% -$39.1K ﹤0.01% 401
2022
Q3 		$240K Buy
2,411
+818
+51% +$76.6K ﹤0.01% 389
2022
Q2 		$131K Buy
+1,593
New +$149K ﹤0.01% 461

Other funds holding MPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank Julius Baer & Co's MPC Position: Q3 2024 in Review

Bank Julius Baer & Co sold out of Marathon Petroleum (MPC) in Q3 2024, closing a stake of 1,773 shares — an estimated $342K sold.

Bank Julius Baer & Co first reported a position in MPC in Q2 2022 and held it in 9 quarters. The position peaked at $342K in Q2 2024. 1,574 funds tracked by Wall St. Rank hold MPC as of Q3 2024.

  • Bank Julius Baer & Co reported no remaining Marathon Petroleum position as of Q3 2024 after selling out during the quarter.
  • Bank Julius Baer & Co sold 1,773 Marathon Petroleum shares in Q3 2024, an estimated $342K.
  • Bank Julius Baer & Co first reported a position in Marathon Petroleum in Q2 2022 and held it in 9 quarters.
  • Bank Julius Baer & Co's Marathon Petroleum position peaked at $342K in Q2 2024.
  • 1,574 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2024.

Based on Bank Julius Baer & Co's 13F filing for Q3 2024, filed 14 Nov 2024.