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Harvest Investment Services’s Murphy USA MUSA Stock Holding History

Harvest Investment Services’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
2023
Q3 		– Sell
-2,084
Closed -$648K – 177
2023
Q2 		$648K Buy
+2,084
New +$583K 0.37% 84
2023
Q1 		– Sell
-2,461
Closed -$688K – 146
2022
Q4 		$688K Buy
2,461
+535
+28% +$155K 0.74% 43
2022
Q3 		$529K Buy
1,926
+332
+21% +$92.9K 0.65% 49
2022
Q2 		$371K Buy
+1,594
New +$376K 0.28% 83

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CB
Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Harvest Investment Services's MUSA Position: Q3 2023 in Review

Harvest Investment Services sold out of Murphy USA (MUSA) in Q3 2023, closing a stake of 2,084 shares — an estimated $648K sold.

Harvest Investment Services first reported a position in MUSA in Q2 2022 and held it in 4 quarters. The position peaked at $688K in Q4 2022. 423 funds tracked by Wall St. Rank hold MUSA as of Q3 2023.

  • Harvest Investment Services reported no remaining Murphy USA position as of Q3 2023 after selling out during the quarter.
  • Harvest Investment Services sold 2,084 Murphy USA shares in Q3 2023, an estimated $648K.
  • Harvest Investment Services first reported a position in Murphy USA in Q2 2022 and held it in 4 quarters.
  • Harvest Investment Services's Murphy USA position peaked at $688K in Q4 2022.
  • 423 funds tracked by Wall St. Rank held Murphy USA as of Q3 2023.

Based on Harvest Investment Services's 13F filing for Q3 2023, filed 14 Nov 2023.