HeadInvest LLC’s Murphy USA MUSA Stock Holding History

HeadInvest LLC’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 Q4	–	Sell	-396	Closed	-$138K	–	515
2023 Q3	$138K	Buy	+396	New	+$126K	0.03%	252

Other funds holding MUSA

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

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

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

HeadInvest LLC's MUSA Position: Q4 2023 in Review

HeadInvest LLC sold out of Murphy USA (MUSA) in Q4 2023, closing a stake of 396 shares — an estimated $138K sold.

HeadInvest LLC first reported a position in MUSA in Q3 2023 and held it in 1 quarter. The position peaked at $138K in Q3 2023. 437 funds tracked by Wall St. Rank hold MUSA as of Q4 2023.

HeadInvest LLC reported no remaining Murphy USA position as of Q4 2023 after selling out during the quarter.
HeadInvest LLC sold 396 Murphy USA shares in Q4 2023, an estimated $138K.
HeadInvest LLC first reported a position in Murphy USA in Q3 2023 and held it in 1 quarter.
HeadInvest LLC's Murphy USA position peaked at $138K in Q3 2023.
437 funds tracked by Wall St. Rank held Murphy USA as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.