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Joseph P. Lucia & Associates’s Marathon Petroleum MPC Stock Holding History

Joseph P. Lucia & Associates’s Portfolio MPC Stock Details MPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-387
Closed -$23K – 475
2019
Q4 		$23K Buy
387
+4
+1% +$250 0.02% 231
2019
Q3 		$23K Buy
+383
New +$20.2K 0.02% 230

Other funds holding MPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Joseph P. Lucia & Associates's MPC Position: Q1 2020 in Review

Joseph P. Lucia & Associates sold out of Marathon Petroleum (MPC) in Q1 2020, closing a stake of 387 shares — an estimated $23K sold.

Joseph P. Lucia & Associates first reported a position in MPC in Q3 2019 and held it in 2 quarters. The position peaked at $23K in Q4 2019. 894 funds tracked by Wall St. Rank hold MPC as of Q1 2020.

  • Joseph P. Lucia & Associates reported no remaining Marathon Petroleum position as of Q1 2020 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 387 Marathon Petroleum shares in Q1 2020, an estimated $23K.
  • Joseph P. Lucia & Associates first reported a position in Marathon Petroleum in Q3 2019 and held it in 2 quarters.
  • Joseph P. Lucia & Associates's Marathon Petroleum position peaked at $23K in Q4 2019.
  • 894 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2020.

Based on Joseph P. Lucia & Associates's 13F filing for Q1 2020, filed 22 Apr 2020.