Jacobi Capital Management’s Murphy USA MUSA Stock Holding History

Jacobi 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 Q4	–	Sell	-113	Closed	-$19K	–	975
2021 Q3	$19K	Hold	113	–	–	﹤0.01%	888
2021 Q2	$15K	Hold	113	–	–	﹤0.01%	919
2021 Q1	$16K	Hold	113	–	–	﹤0.01%	832
2020 Q4	$15K	Hold	113	–	–	﹤0.01%	782
2020 Q3	$14K	Buy	113 +70	+163%	+$9.26K	﹤0.01%	749
2020 Q2	$5K	Hold	43	–	–	﹤0.01%	914
2020 Q1	$4K	Hold	43	–	–	﹤0.01%	862
2019 Q4	$5K	Hold	43	–	–	﹤0.01%	853
2019 Q3	$4K	Hold	43	–	–	﹤0.01%	870
2019 Q2	$4K	Hold	43	–	–	﹤0.01%	867
2019 Q1	$4K	Hold	43	–	–	﹤0.01%	821
2018 Q4	$3K	Hold	43	–	–	﹤0.01%	818
2018 Q3	$4K	Hold	43	–	–	﹤0.01%	825
2018 Q2	$3K	Hold	43	–	–	﹤0.01%	883
2018 Q1	$3K	Hold	43	–	–	﹤0.01%	861
2017 Q4	$4K	Hold	43	–	–	﹤0.01%	802
2017 Q3	$3K	Hold	43	–	–	﹤0.01%	804
2017 Q2	$3K	Hold	43	–	–	﹤0.01%	727
2017 Q1	$3K	Buy	+43	New	+$2.84K	﹤0.01%	594
2016 Q4	–	Sell	-43	Closed	-$3K	–	669
2016 Q3	$3K	Hold	43	–	–	﹤0.01%	610
2016 Q2	$3K	Buy	+43	New	+$2.8K	﹤0.01%	601

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

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

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

Jacobi Capital Management's MUSA Position: Q4 2021 in Review

Jacobi Capital Management sold out of Murphy USA (MUSA) in Q4 2021, closing a stake of 113 shares — an estimated $19K sold.

Jacobi Capital Management first reported a position in MUSA in Q2 2016 and held it in 21 quarters. The position peaked at $19K in Q3 2021. 325 funds tracked by Wall St. Rank hold MUSA as of Q4 2021.

Jacobi Capital Management reported no remaining Murphy USA position as of Q4 2021 after selling out during the quarter.
Jacobi Capital Management sold 113 Murphy USA shares in Q4 2021, an estimated $19K.
Jacobi Capital Management first reported a position in Murphy USA in Q2 2016 and held it in 21 quarters.
Jacobi Capital Management's Murphy USA position peaked at $19K in Q3 2021.
325 funds tracked by Wall St. Rank held Murphy USA as of Q4 2021.

Based on Jacobi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.