JWM
MRO

Jessup Wealth Management’s Marathon Oil Corporation MRO Stock Holding History

Jessup Wealth Management’s Portfolio MRO Stock Details MRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-221,865
Closed -$5.93M – 65
2023
Q3 		$5.93M Buy
+221,865
New +$5.74M 3.42% 9

Other funds holding MRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Jessup Wealth Management's MRO Position: Q4 2023 in Review

Jessup Wealth Management sold out of Marathon Oil Corporation (MRO) in Q4 2023, closing a stake of 221,865 shares — an estimated $5.93M sold.

Jessup Wealth Management first reported a position in MRO in Q3 2023 and held it in 1 quarter. The position peaked at $5.93M in Q3 2023. 840 funds tracked by Wall St. Rank hold MRO as of Q4 2023.

  • Jessup Wealth Management reported no remaining Marathon Oil Corporation position as of Q4 2023 after selling out during the quarter.
  • Jessup Wealth Management sold 221,865 Marathon Oil Corporation shares in Q4 2023, an estimated $5.93M.
  • Jessup Wealth Management first reported a position in Marathon Oil Corporation in Q3 2023 and held it in 1 quarter.
  • Jessup Wealth Management's Marathon Oil Corporation position peaked at $5.93M in Q3 2023.
  • 840 funds tracked by Wall St. Rank held Marathon Oil Corporation as of Q4 2023.

Based on Jessup Wealth Management's 13F filing for Q4 2023, filed 16 Jan 2024.