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Foresters Investment Management’s Marathon Petroleum MPC Stock Holding History

Foresters Investment Management’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
2019
Q3 		$32.9M Sell
540,829
-1,570
-0.3% -$82.8K 0.65% 41
2019
Q2 		$30.3M Buy
542,399
+136,110
+34% +$7.45M 0.54% 55
2019
Q1 		$24.3M Buy
406,289
+15,000
+4% +$944K 0.43% 73
2018
Q4 		$23.1M Sell
391,289
-73,143
-16% -$4.99M 0.44% 71
2018
Q3 		$37.1M Sell
464,432
-29,310
-6% -$2.32M 0.59% 45
2018
Q2 		$34.6M Sell
493,742
-196,600
-28% -$15M 0.59% 55
2018
Q1 		$50.5M Sell
690,342
-566
-0.1% -$39K 0.84% 20
2017
Q4 		$45.6M Sell
690,908
-9,334
-1% -$571K 0.71% 31
2017
Q3 		$39.3M Buy
700,242
+700
+0.1% +$37.5K 0.64% 47
2017
Q2 		$36.6M Buy
699,542
+42,996
+7% +$2.22M 0.62% 47
2017
Q1 		$33.2M Buy
656,546
+32,852
+5% +$1.64M 0.58% 55
2016
Q4 		$31.7M Buy
623,694
+9,650
+2% +$438K 0.56% 61
2016
Q3 		$24.9M Buy
614,044
+300
+0% +$12.2K 0.46% 78
2016
Q2 		$23.3M Buy
613,744
+6,574
+1% +$242K 0.45% 81
2016
Q1 		$22.6M Buy
607,170
+9,000
+2% +$342K 0.46% 80
2015
Q4 		$31M Sell
598,170
-23,400
-4% -$1.22M 0.63% 56
2015
Q3 		$28.8M Sell
621,570
-53,700
-8% -$2.76M 0.61% 59
2015
Q2 		$35.3M Buy
675,270
+24,200
+4% +$1.23M 0.67% 47
2015
Q1 		$33.3M Sell
651,070
-1,236
-0.2% -$59.4K 0.65% 51
2014
Q4 		$29.4M Buy
652,306
+75,400
+13% +$3.32M 0.59% 62
2014
Q3 		$24.4M Buy
576,906
+83,580
+17% +$3.55M 0.52% 76
2014
Q2 		$19.3M Sell
493,326
-600
-0.1% -$26.5K 0.4% 103
2014
Q1 		$21.5M Buy
493,926
+1,600
+0.3% +$70.1K 0.47% 88
2013
Q4 		$22.6M Sell
492,326
-5,600
-1% -$215K 0.49% 85
2013
Q3 		$16M Buy
497,926
+20,000
+4% +$703K 0.39% 105
2013
Q2 		$17M Buy
+477,926
New +$19.1M 0.51% 88

Other funds holding MPC

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return

Foresters Investment Management's MPC Position: Q3 2019 in Review

Foresters Investment Management reduced its Marathon Petroleum (MPC) stake by 0.29% in Q3 2019, selling an estimated $82.8K and leaving 540,829 shares worth $32.9M. The position accounts for 0.65% of the portfolio, ranked #41.

Foresters Investment Management first reported a position in MPC in Q2 2013 and has held it in 26 quarters since. The position peaked at $50.5M in Q1 2018. 1,100 funds tracked by Wall St. Rank hold MPC as of Q3 2019.

  • Foresters Investment Management held 540,829 shares of Marathon Petroleum worth $32.9M as of Q3 2019.
  • Foresters Investment Management sold 1,570 Marathon Petroleum shares in Q3 2019, an estimated $82.8K.
  • Marathon Petroleum made up 0.65% of Foresters Investment Management's portfolio in Q3 2019, its #41 holding.
  • Foresters Investment Management first reported a position in Marathon Petroleum in Q2 2013 and has held it in 26 quarters since.
  • Foresters Investment Management's Marathon Petroleum position peaked at $50.5M in Q1 2018.
  • 1,100 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2019.

Based on Foresters Investment Management's 13F filing for Q3 2019, filed 12 Nov 2019.