Hillsdale Investment Management’s Murphy USA MUSA Stock Holding History

Hillsdale Investment Management’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 Q1	–	Sell	-2,100	Closed	-$587K	–	620
2022 Q4	$587K	Sell	2,100 -700	-25%	-$203K	0.05%	285
2022 Q3	$770K	Sell	2,800 -800	-22%	-$224K	0.07%	203
2022 Q2	$838K	Sell	3,600 -1,300	-27%	-$306K	0.07%	202
2022 Q1	$980K	Buy	+4,900	New	+$920K	0.06%	227
2020 Q4	–	Sell	-29,500	Closed	-$3.78M	–	635
2020 Q3	$3.78M	Buy	29,500 +400	+1%	+$52.9K	0.37%	69
2020 Q2	$3.28M	Buy	29,100 +21,800	+299%	+$2.39M	0.3%	96
2020 Q1	$616K	Hold	7,300	–	–	0.07%	247
2019 Q4	$854K	Buy	+7,300	New	+$787K	0.07%	231
2016 Q4	–	Sell	-5,300	Closed	-$378K	–	524
2016 Q3	$378K	Hold	5,300	–	–	0.1%	207
2016 Q2	$393K	Buy	+5,300	New	+$345K	0.11%	171
2015 Q2	–	Sell	-4,600	Closed	-$333K	–	544
2015 Q1	$333K	Buy	+4,600	New	+$323K	0.09%	255

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

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

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

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

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

Hillsdale Investment Management's MUSA Position: Q1 2023 in Review

Hillsdale Investment Management sold out of Murphy USA (MUSA) in Q1 2023, closing a stake of 2,100 shares — an estimated $587K sold.

Hillsdale Investment Management first reported a position in MUSA in Q1 2015 and held it in 11 quarters. The position peaked at $3.78M in Q3 2020. 380 funds tracked by Wall St. Rank hold MUSA as of Q1 2023.

Hillsdale Investment Management reported no remaining Murphy USA position as of Q1 2023 after selling out during the quarter.
Hillsdale Investment Management sold 2,100 Murphy USA shares in Q1 2023, an estimated $587K.
Hillsdale Investment Management first reported a position in Murphy USA in Q1 2015 and held it in 11 quarters.
Hillsdale Investment Management's Murphy USA position peaked at $3.78M in Q3 2020.
380 funds tracked by Wall St. Rank held Murphy USA as of Q1 2023.

Based on Hillsdale Investment Management's 13F filing for Q1 2023, filed 10 May 2023.