Beach Investment Counsel’s Murphy USA MUSA Stock Holding History

Beach Investment Counsel’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
2023 Q4	–	Sell	-868	Closed	-$297K	–	148
2023 Q3	$297K	Buy	+868	New	+$276K	0.04%	142

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

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

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

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

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

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

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

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

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

Beach Investment Counsel's MUSA Position: Q4 2023 in Review

Beach Investment Counsel sold out of Murphy USA (MUSA) in Q4 2023, closing a stake of 868 shares — an estimated $297K sold.

Beach Investment Counsel first reported a position in MUSA in Q3 2023 and held it in 1 quarter. The position peaked at $297K in Q3 2023. 437 funds tracked by Wall St. Rank hold MUSA as of Q4 2023.

Beach Investment Counsel reported no remaining Murphy USA position as of Q4 2023 after selling out during the quarter.
Beach Investment Counsel sold 868 Murphy USA shares in Q4 2023, an estimated $297K.
Beach Investment Counsel first reported a position in Murphy USA in Q3 2023 and held it in 1 quarter.
Beach Investment Counsel's Murphy USA position peaked at $297K in Q3 2023.
437 funds tracked by Wall St. Rank held Murphy USA as of Q4 2023.

Based on Beach Investment Counsel's 13F filing for Q4 2023, filed 5 Jan 2024.