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Carroll Financial Associates’s Murphy USA MUSA Stock Holding History

Carroll Financial Associates’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
2021
Q4 		$8K Sell
43
-13
-23% -$2.32K ﹤0.01% 1225
2021
Q3 		$9K Buy
56
+13
+30% +$1.96K ﹤0.01% 1252
2021
Q2 		$5K Hold
43
– – ﹤0.01% 1437
2021
Q1 		$6K Buy
+43
New +$5.56K ﹤0.01% 1337

Other funds holding MUSA

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BlackRock New York $6.73T AUM 46.02% 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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Carroll Financial Associates's MUSA Position: Q4 2021 in Review

Carroll Financial Associates reduced its Murphy USA (MUSA) stake by 23% in Q4 2021, selling an estimated $2.32K and leaving 43 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1225.

Carroll Financial Associates first reported a position in MUSA in Q1 2021 and has held it in 4 quarters since. The position peaked at $9K in Q3 2021. 325 funds tracked by Wall St. Rank hold MUSA as of Q4 2021.

  • Carroll Financial Associates held 43 shares of Murphy USA worth $8K as of Q4 2021.
  • Carroll Financial Associates sold 13 Murphy USA shares in Q4 2021, an estimated $2.32K.
  • Murphy USA made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1225 holding.
  • Carroll Financial Associates first reported a position in Murphy USA in Q1 2021 and has held it in 4 quarters since.
  • Carroll Financial Associates's Murphy USA position peaked at $9K in Q3 2021.
  • 325 funds tracked by Wall St. Rank held Murphy USA as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.