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Bogle Investment Management’s Murphy USA MUSA Stock Holding History

Bogle Investment Management’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
2020
Q4 		– Sell
-24,029
Closed -$3.08M – 223
2020
Q3 		$3.08M Sell
24,029
-19,078
-44% -$2.52M 0.9% 46
2020
Q2 		$4.85M Buy
43,107
+24,986
+138% +$2.74M 0.81% 14
2020
Q1 		$1.53M Sell
18,121
-70,979
-80% -$7.37M 0.16% 147
2019
Q4 		$10.4M Buy
+89,100
New +$9.61M 0.97% 38
2016
Q4 		– Sell
-140,624
Closed -$10M – 376
2016
Q3 		$10M Buy
+140,624
New +$10.5M 0.72% 49
2016
Q2 		– Sell
-170,734
Closed -$10.5M – 441
2016
Q1 		$10.5M Buy
170,734
+7,323
+4% +$451K 0.7% 59
2015
Q4 		$9.93M Buy
163,411
+136,335
+504% +$8.15M 0.71% 54
2015
Q3 		$1.49M Buy
+27,076
New +$1.44M 0.11% 224
2015
Q2 		– Sell
-214,684
Closed -$15.5M – 400
2015
Q1 		$15.5M Buy
214,684
+160,266
+295% +$11.3M 1.07% 11
2014
Q4 		$3.75M Sell
54,418
-82,527
-60% -$4.9M 0.25% 133
2014
Q3 		$7.27M Buy
136,945
+77,027
+129% +$3.98M 0.47% 91
2014
Q2 		$2.93M Buy
59,918
+12,000
+25% +$556K 0.2% 140
2014
Q1 		$1.94M Sell
47,918
-15,258
-24% -$617K 0.13% 217
2013
Q4 		$2.63M Buy
+63,176
New +$2.68M 0.22% 143

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Bogle Investment Management's MUSA Position: Q4 2020 in Review

Bogle Investment Management sold out of Murphy USA (MUSA) in Q4 2020, closing a stake of 24,029 shares — an estimated $3.08M sold.

Bogle Investment Management first reported a position in MUSA in Q4 2013 and held it in 14 quarters. The position peaked at $15.5M in Q1 2015. 290 funds tracked by Wall St. Rank hold MUSA as of Q4 2020.

  • Bogle Investment Management reported no remaining Murphy USA position as of Q4 2020 after selling out during the quarter.
  • Bogle Investment Management sold 24,029 Murphy USA shares in Q4 2020, an estimated $3.08M.
  • Bogle Investment Management first reported a position in Murphy USA in Q4 2013 and held it in 14 quarters.
  • Bogle Investment Management's Murphy USA position peaked at $15.5M in Q1 2015.
  • 290 funds tracked by Wall St. Rank held Murphy USA as of Q4 2020.

Based on Bogle Investment Management's 13F filing for Q4 2020, filed 12 Feb 2021.