Cumberland Partners’s Marathon Petroleum MPC Stock Holding History

Cumberland Partners’s Portfolio MPC Stock Details MPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-4,900	Closed	-$570K	–	181
2022 Q4	$570K	Buy	+4,900	New	+$558K	0.06%	134

Other funds holding MPC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cumberland Partners's MPC Position: Q1 2023 in Review

Cumberland Partners sold out of Marathon Petroleum (MPC) in Q1 2023, closing a stake of 4,900 shares — an estimated $570K sold.

Cumberland Partners first reported a position in MPC in Q4 2022 and held it in 1 quarter. The position peaked at $570K in Q4 2022. 1,437 funds tracked by Wall St. Rank hold MPC as of Q1 2023.

Cumberland Partners reported no remaining Marathon Petroleum position as of Q1 2023 after selling out during the quarter.
Cumberland Partners sold 4,900 Marathon Petroleum shares in Q1 2023, an estimated $570K.
Cumberland Partners first reported a position in Marathon Petroleum in Q4 2022 and held it in 1 quarter.
Cumberland Partners's Marathon Petroleum position peaked at $570K in Q4 2022.
1,437 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2023.

Based on Cumberland Partners's 13F filing for Q1 2023, filed 8 May 2023.