Lee Financial’s Murphy USA MUSA Stock Holding History

Lee Financial’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	–	Sell	-1	Closed	-$280	–	898
2022 Q4	$280	Sell	1 -6	-86%	-$1.74K	﹤0.01%	862
2022 Q3	$2K	Buy	7 +6	+600%	+$1.68K	﹤0.01%	694
2022 Q2	$0	Buy	+1	New	+$236	﹤0.01%	937

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

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

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

Lee Financial's MUSA Position: Q1 2023 in Review

Lee Financial sold out of Murphy USA (MUSA) in Q1 2023, closing a stake of 1 share — an estimated $280 sold.

Lee Financial first reported a position in MUSA in Q2 2022 and held it in 3 quarters. The position peaked at $2K in Q3 2022. 380 funds tracked by Wall St. Rank hold MUSA as of Q1 2023.

Lee Financial reported no remaining Murphy USA position as of Q1 2023 after selling out during the quarter.
Lee Financial sold 1 Murphy USA share in Q1 2023, an estimated $280.
Lee Financial first reported a position in Murphy USA in Q2 2022 and held it in 3 quarters.
Lee Financial's Murphy USA position peaked at $2K in Q3 2022.
380 funds tracked by Wall St. Rank held Murphy USA as of Q1 2023.

Based on Lee Financial's 13F filing for Q1 2023, filed 15 May 2023.