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Bowling Portfolio Management’s Murphy USA MUSA Stock Holding History

Bowling Portfolio 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
-1,965
Closed -$252K – 317
2020
Q3 		$252K Buy
+1,965
New +$260K 0.06% 326
2015
Q3 		– Sell
-58,185
Closed -$3.25M – 178
2015
Q2 		$3.25M Buy
58,185
+18,223
+46% +$1.14M 0.7% 54
2015
Q1 		$2.89M Sell
39,962
-18
-0% -$1.26K 0.64% 65
2014
Q4 		$2.75K Buy
+39,980
New +$2.37M 0.56% 73

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 $70.2B AUM 29.99% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Bowling Portfolio Management's MUSA Position: Q4 2020 in Review

Bowling Portfolio Management sold out of Murphy USA (MUSA) in Q4 2020, closing a stake of 1,965 shares — an estimated $252K sold.

Bowling Portfolio Management first reported a position in MUSA in Q4 2014 and held it in 4 quarters. The position peaked at $3.25M in Q2 2015. 290 funds tracked by Wall St. Rank hold MUSA as of Q4 2020.

  • Bowling Portfolio Management reported no remaining Murphy USA position as of Q4 2020 after selling out during the quarter.
  • Bowling Portfolio Management sold 1,965 Murphy USA shares in Q4 2020, an estimated $252K.
  • Bowling Portfolio Management first reported a position in Murphy USA in Q4 2014 and held it in 4 quarters.
  • Bowling Portfolio Management's Murphy USA position peaked at $3.25M in Q2 2015.
  • 290 funds tracked by Wall St. Rank held Murphy USA as of Q4 2020.

Based on Bowling Portfolio Management's 13F filing for Q4 2020, filed 15 Jan 2021.