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DCM Advisors’s Murphy USA MUSA Stock Holding History

DCM Advisors’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
2022
Q4 		– Sell
-3,500
Closed -$962K – 133
2022
Q3 		$962K Sell
3,500
-600
-15% -$168K 0.48% 50
2022
Q2 		$955K Sell
4,100
-600
-13% -$141K 0.41% 62
2022
Q1 		$940K Sell
4,700
-527
-10% -$98.9K 0.33% 80
2021
Q4 		$1.04M Buy
5,227
+643
+14% +$115K 0.31% 83
2021
Q3 		$767K Buy
+4,584
New +$691K 0.3% 93

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
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
CB
Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DCM Advisors's MUSA Position: Q4 2022 in Review

DCM Advisors sold out of Murphy USA (MUSA) in Q4 2022, closing a stake of 3,500 shares — an estimated $962K sold.

DCM Advisors first reported a position in MUSA in Q3 2021 and held it in 5 quarters. The position peaked at $1.04M in Q4 2021. 428 funds tracked by Wall St. Rank hold MUSA as of Q4 2022.

  • DCM Advisors reported no remaining Murphy USA position as of Q4 2022 after selling out during the quarter.
  • DCM Advisors sold 3,500 Murphy USA shares in Q4 2022, an estimated $962K.
  • DCM Advisors first reported a position in Murphy USA in Q3 2021 and held it in 5 quarters.
  • DCM Advisors's Murphy USA position peaked at $1.04M in Q4 2021.
  • 428 funds tracked by Wall St. Rank held Murphy USA as of Q4 2022.

Based on DCM Advisors's 13F filing for Q4 2022, filed 11 Sep 2023.