Baystate Wealth Management’s Marathon Oil Corporation MRO Stock Holding History

Baystate Wealth Management’s Portfolio MRO Stock Details MRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$1.41K	Hold	58	–	–	﹤0.01%	1117
2023 Q3	$1.55K	Hold	58	–	–	﹤0.01%	838
2023 Q2	$1.34K	Hold	58	–	–	﹤0.01%	907
2023 Q1	$1.39K	Hold	58	–	–	﹤0.01%	892
2022 Q4	$2K	Hold	58	–	–	﹤0.01%	822
2022 Q3	$1K	Sell	58 -575	-91%	-$13.6K	﹤0.01%	873
2022 Q2	$14K	Buy	+633	New	+$16.9K	﹤0.01%	511
2018 Q4	–	Sell	-58	Closed	-$1K	–	725
2018 Q3	$1K	Buy	+58	New	+$1.21K	﹤0.01%	659
2017 Q3	–	Sell	-357	Closed	-$4K	–	694
2017 Q2	$4K	Buy	357 +2	+0.6%	+$28	﹤0.01%	442
2017 Q1	$6K	Buy	355 +101	+40%	+$1.66K	﹤0.01%	381
2016 Q4	$5K	Buy	+254	New	+$4.08K	﹤0.01%	359

Other funds holding MRO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Baystate Wealth Management's MRO Position: Q4 2023 in Review

Baystate Wealth Management held its Marathon Oil Corporation (MRO) position steady in Q4 2023 at 58 shares worth $1.41K. The position accounts for ﹤0.01% of the portfolio, ranked #1117.

Baystate Wealth Management first reported a position in MRO in Q4 2016 and has held it in 11 quarters since. The position peaked at $14K in Q2 2022. 840 funds tracked by Wall St. Rank hold MRO as of Q4 2023.

Baystate Wealth Management held 58 shares of Marathon Oil Corporation worth $1.41K as of Q4 2023.
Baystate Wealth Management left its Marathon Oil Corporation share count unchanged in Q4 2023.
Marathon Oil Corporation made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1117 holding.
Baystate Wealth Management first reported a position in Marathon Oil Corporation in Q4 2016 and has held it in 11 quarters since.
Baystate Wealth Management's Marathon Oil Corporation position peaked at $14K in Q2 2022.
840 funds tracked by Wall St. Rank held Marathon Oil Corporation as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.