BCA
MRO

Berman Capital Advisors’s Marathon Oil Corporation MRO Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$193K Buy
14,203
+1,800
+15% +$21.7K 0.03% 272
2021
Q2 		$168K Buy
12,403
+701
+6% +$8.47K 0.03% 266
2021
Q1 		$124K Buy
11,702
+1,572
+16% +$15.2K 0.03% 261
2020
Q4 		$67K Sell
10,130
-2,614
-21% -$14K 0.02% 337
2020
Q3 		$52K Buy
12,744
+5,065
+66% +$26.8K 0.01% 333
2020
Q2 		$46K Buy
7,679
+519
+7% +$2.87K 0.01% 342
2020
Q1 		$23K Buy
7,160
+6,067
+555% +$55.9K 0.01% 465
2019
Q4 		$14K Buy
1,093
+287
+36% +$3.5K ﹤0.01% 641
2019
Q3 		$9K Sell
806
-470
-37% -$6.08K ﹤0.01% 765
2019
Q2 		$18K Buy
1,276
+289
+29% +$4.47K 0.01% 554
2019
Q1 		$16K Buy
987
+233
+31% +$3.81K 0.01% 517
2018
Q4 		$9K Buy
+754
New +$13.5K ﹤0.01% 540

Other funds holding MRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JIM
JB Investments Management Phoenixville, Pennsylvania $763M AUM 110.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Berman Capital Advisors increased its Marathon Oil Corporation (MRO) stake by 15% in Q3 2021, buying an estimated $21.7K and bringing the position to 14,203 shares worth $193K. The position accounts for 0.03% of the portfolio, ranked #272.

Berman Capital Advisors first reported a position in MRO in Q4 2018 and has held it in 12 quarters since. 589 funds tracked by Wall St. Rank hold MRO as of Q3 2021.

  • Berman Capital Advisors held 14,203 shares of Marathon Oil Corporation worth $193K as of Q3 2021.
  • Berman Capital Advisors bought 1,800 Marathon Oil Corporation shares in Q3 2021, an estimated $21.7K.
  • Marathon Oil Corporation made up 0.03% of Berman Capital Advisors's portfolio in Q3 2021, its #272 holding.
  • Berman Capital Advisors first reported a position in Marathon Oil Corporation in Q4 2018 and has held it in 12 quarters since.
  • 589 funds tracked by Wall St. Rank held Marathon Oil Corporation as of Q3 2021.

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