Kennedy Capital Management’s Murphy USA MUSA Stock Holding History

Kennedy 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
2023 Q4	–	Sell	-597	Closed	-$204K	–	703
2023 Q3	$204K	Buy	+597	New	+$190K	0.01%	654
2022 Q3	–	Sell	-1,456	Closed	-$339K	–	622
2022 Q2	$339K	Sell	1,456 -317	-18%	-$74.7K	0.01%	568
2022 Q1	$355K	Sell	1,773 -386	-18%	-$72.5K	0.01%	570
2021 Q4	$430K	Hold	2,159	–	–	0.01%	573
2021 Q3	$361K	Hold	2,159	–	–	0.01%	601
2021 Q2	$288K	Sell	2,159 -15,572	-88%	-$2.15M	0.01%	608
2021 Q1	$2.56M	Buy	17,731 +2,878	+19%	+$372K	0.05%	489
2020 Q4	$1.94M	Buy	14,853 +12,603	+560%	+$1.62M	0.04%	507
2020 Q3	$289K	Buy	+2,250	New	+$298K	0.01%	620
2016 Q2	–	Sell	-49,098	Closed	-$3.02M	–	731
2016 Q1	$3.02M	Sell	49,098 -25,602	-34%	-$1.58M	0.06%	499
2015 Q4	$4.54M	Buy	74,700 +44,811	+150%	+$2.68M	0.09%	397
2015 Q3	$1.64M	Buy	+29,889	New	+$1.59M	0.03%	606

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Kennedy Capital Management's MUSA Position: Q4 2023 in Review

Kennedy Capital Management sold out of Murphy USA (MUSA) in Q4 2023, closing a stake of 597 shares — an estimated $204K sold.

Kennedy Capital Management first reported a position in MUSA in Q3 2015 and held it in 12 quarters. The position peaked at $4.54M in Q4 2015. 437 funds tracked by Wall St. Rank hold MUSA as of Q4 2023.

Kennedy Capital Management reported no remaining Murphy USA position as of Q4 2023 after selling out during the quarter.
Kennedy Capital Management sold 597 Murphy USA shares in Q4 2023, an estimated $204K.
Kennedy Capital Management first reported a position in Murphy USA in Q3 2015 and held it in 12 quarters.
Kennedy Capital Management's Murphy USA position peaked at $4.54M in Q4 2015.
437 funds tracked by Wall St. Rank held Murphy USA as of Q4 2023.

Based on Kennedy Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.