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Baron Financial Group’s Murphy USA MUSA Stock Holding History

Baron Financial 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
2022
Q3 		– Sell
-226
Closed -$52.6K – 141
2022
Q2 		$52.6K Hold
226
– – 0.03% 82
2022
Q1 		$45.2K Hold
226
– – 0.03% 95
2021
Q4 		$45K Hold
226
– – 0.03% 96
2021
Q3 		$37.8K Hold
226
– – 0.02% 108
2021
Q2 		$30.1K Hold
226
– – 0.02% 125
2021
Q1 		$32.7K Hold
226
– – 0.02% 114
2020
Q4 		$29.6K Hold
226
– – 0.02% 117
2020
Q3 		$29K Buy
+226
New +$29.9K 0.03% 117

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CB
Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Baron Financial Group's MUSA Position: Q3 2022 in Review

Baron Financial Group sold out of Murphy USA (MUSA) in Q3 2022, closing a stake of 226 shares — an estimated $52.6K sold.

Baron Financial Group first reported a position in MUSA in Q3 2020 and held it in 8 quarters. The position peaked at $52.6K in Q2 2022. 405 funds tracked by Wall St. Rank hold MUSA as of Q3 2022.

  • Baron Financial Group reported no remaining Murphy USA position as of Q3 2022 after selling out during the quarter.
  • Baron Financial Group sold 226 Murphy USA shares in Q3 2022, an estimated $52.6K.
  • Baron Financial Group first reported a position in Murphy USA in Q3 2020 and held it in 8 quarters.
  • Baron Financial Group's Murphy USA position peaked at $52.6K in Q2 2022.
  • 405 funds tracked by Wall St. Rank held Murphy USA as of Q3 2022.

Based on Baron Financial Group's 13F filing for Q3 2022, filed 3 Nov 2022.