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Berman Capital Advisors’s Marathon Petroleum MPC Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$176K Buy
2,861
+513
+22% +$29.5K 0.03% 290
2021
Q2 		$141K Buy
2,348
+490
+26% +$28.7K 0.02% 298
2021
Q1 		$98K Buy
1,858
+441
+31% +$22.3K 0.02% 315
2020
Q4 		$58K Sell
1,417
-132
-9% -$4.74K 0.01% 367
2020
Q3 		$45K Buy
1,549
+1,232
+389% +$43.3K 0.01% 371
2020
Q2 		$10K Sell
317
-222
-41% -$7.13K ﹤0.01% 766
2020
Q1 		$12K Sell
539
-545
-50% -$25.1K ﹤0.01% 623
2019
Q4 		$64K Buy
1,084
+42
+4% +$2.63K 0.02% 282
2019
Q3 		$63K Buy
1,042
+492
+89% +$25.9K 0.02% 271
2019
Q2 		$30K Sell
550
-283
-34% -$15.5K 0.01% 409
2019
Q1 		$49K Buy
833
+316
+61% +$19.9K 0.02% 272
2018
Q4 		$30K Buy
+517
New +$35.3K 0.01% 316

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Berman Capital Advisors's MPC Position: Q3 2021 in Review

Berman Capital Advisors increased its Marathon Petroleum (MPC) stake by 22% in Q3 2021, buying an estimated $29.5K and bringing the position to 2,861 shares worth $176K. The position accounts for 0.03% of the portfolio, ranked #290.

Berman Capital Advisors first reported a position in MPC in Q4 2018 and has held it in 12 quarters since. 1,005 funds tracked by Wall St. Rank hold MPC as of Q3 2021.

  • Berman Capital Advisors held 2,861 shares of Marathon Petroleum worth $176K as of Q3 2021.
  • Berman Capital Advisors bought 513 Marathon Petroleum shares in Q3 2021, an estimated $29.5K.
  • Marathon Petroleum made up 0.03% of Berman Capital Advisors's portfolio in Q3 2021, its #290 holding.
  • Berman Capital Advisors first reported a position in Marathon Petroleum in Q4 2018 and has held it in 12 quarters since.
  • 1,005 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.