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Kula Investments’s Murphy USA MUSA Stock Holding History

Kula Investments’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
Q1 		$658K Buy
2,550
+231
+10% +$60.1K 0.16% 232
2022
Q4 		$648K Buy
+2,319
New +$672K 0.19% 143

Other funds holding MUSA

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CB
Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return

Kula Investments's MUSA Position: Q1 2023 in Review

Kula Investments increased its Murphy USA (MUSA) stake by 10% in Q1 2023, buying an estimated $60.1K and bringing the position to 2,550 shares worth $658K. The position accounts for 0.16% of the portfolio, ranked #232.

Kula Investments first reported a position in MUSA in Q4 2022 and has held it in 2 quarters since. 380 funds tracked by Wall St. Rank hold MUSA as of Q1 2023.

  • Kula Investments held 2,550 shares of Murphy USA worth $658K as of Q1 2023.
  • Kula Investments bought 231 Murphy USA shares in Q1 2023, an estimated $60.1K.
  • Murphy USA made up 0.16% of Kula Investments's portfolio in Q1 2023, its #232 holding.
  • Kula Investments first reported a position in Murphy USA in Q4 2022 and has held it in 2 quarters since.
  • 380 funds tracked by Wall St. Rank held Murphy USA as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.