CT
MRO

Caldwell Trust’s Marathon Oil Corporation MRO Stock Holding History

Caldwell Trust’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
2023
Q1 		– Sell
-74
Closed -$2K – 749
2022
Q4 		$2K Buy
+74
New +$2.15K ﹤0.01% 700
2020
Q4 		– Sell
-43
Closed -$176 – 735
2020
Q3 		$176 Sell
43
-665
-94% -$3.52K ﹤0.01% 718
2020
Q2 		$4.33K Hold
708
– – ﹤0.01% 700
2020
Q1 		$2.33K Hold
708
– – ﹤0.01% 746
2019
Q4 		$9.62K Buy
+708
New +$8.63K ﹤0.01% 686

Other funds holding MRO

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return