Intrinsic Edge Capital Management’s Murphy USA MUSA Stock Holding History

Intrinsic Edge Capital 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
2021 Q1	–	Sell	-68,742	Closed	-$9M	–	252
2020 Q4	$9M	Buy	+68,742	New	+$8.83M	0.67%	54
2019 Q1	–	Sell	-205,009	Closed	-$15.7M	–	134
2018 Q4	$15.7M	Buy	+205,009	New	+$16.2M	2.64%	7
2018 Q3	–	Sell	-170,790	Closed	-$12.7M	–	175
2018 Q2	$12.7M	Buy	+170,790	New	+$11.8M	1.49%	19

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Intrinsic Edge Capital Management's MUSA Position: Q1 2021 in Review

Intrinsic Edge Capital Management sold out of Murphy USA (MUSA) in Q1 2021, closing a stake of 68,742 shares — an estimated $9M sold.

Intrinsic Edge Capital Management first reported a position in MUSA in Q2 2018 and held it in 3 quarters. The position peaked at $15.7M in Q4 2018. 302 funds tracked by Wall St. Rank hold MUSA as of Q1 2021.

Intrinsic Edge Capital Management reported no remaining Murphy USA position as of Q1 2021 after selling out during the quarter.
Intrinsic Edge Capital Management sold 68,742 Murphy USA shares in Q1 2021, an estimated $9M.
Intrinsic Edge Capital Management first reported a position in Murphy USA in Q2 2018 and held it in 3 quarters.
Intrinsic Edge Capital Management's Murphy USA position peaked at $15.7M in Q4 2018.
302 funds tracked by Wall St. Rank held Murphy USA as of Q1 2021.

Based on Intrinsic Edge Capital Management's 13F filing for Q1 2021, filed 17 May 2021.