Calamos Wealth Management’s Murphy USA MUSA Stock Holding History

Calamos Wealth 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
2023 Q4	–	Sell	-777	Closed	-$266K	–	331
2023 Q3	$266K	Hold	777	–	–	0.02%	268
2023 Q2	$242K	Hold	777	–	–	0.02%	282
2023 Q1	$201K	Hold	777	–	–	0.02%	297
2022 Q4	$217K	Hold	777	–	–	0.02%	296
2022 Q3	$214K	Buy	+777	New	+$217K	0.02%	292

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

Calamos Wealth Management's MUSA Position: Q4 2023 in Review

Calamos Wealth Management sold out of Murphy USA (MUSA) in Q4 2023, closing a stake of 777 shares — an estimated $266K sold.

Calamos Wealth Management first reported a position in MUSA in Q3 2022 and held it in 5 quarters. The position peaked at $266K in Q3 2023. 437 funds tracked by Wall St. Rank hold MUSA as of Q4 2023.

Calamos Wealth Management reported no remaining Murphy USA position as of Q4 2023 after selling out during the quarter.
Calamos Wealth Management sold 777 Murphy USA shares in Q4 2023, an estimated $266K.
Calamos Wealth Management first reported a position in Murphy USA in Q3 2022 and held it in 5 quarters.
Calamos Wealth Management's Murphy USA position peaked at $266K in Q3 2023.
437 funds tracked by Wall St. Rank held Murphy USA as of Q4 2023.

Based on Calamos Wealth Management's 13F filing for Q4 2023, filed 31 Jan 2024.