Lord, Abbett & Co
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Lord, Abbett & Co’s Murphy USA MUSA Stock Holding History

Lord, Abbett & Co’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
-144,000
Closed -$49.2M – 559
2023
Q3 		$49.2M Buy
+144,000
New +$45.7M 0.18% 161
2022
Q1 		– Sell
-42,495
Closed -$8.47M – 658
2021
Q4 		$8.47M Sell
42,495
-9,516
-18% -$1.7M 0.02% 511
2021
Q3 		$8.7M Buy
+52,011
New +$7.84M 0.02% 540
2017
Q4 		– Sell
-38,100
Closed -$2.63M – 890
2017
Q3 		$2.63M Sell
38,100
-2,700
-7% -$188K 0.01% 830
2017
Q2 		$3.02M Buy
40,800
+1,000
+3% +$70K 0.01% 829
2017
Q1 		$2.92M Sell
39,800
-4,800
-11% -$317K 0.01% 813
2016
Q4 		$2.74M Buy
44,600
+800
+2% +$53.8K 0.01% 812
2016
Q3 		$3.13M Buy
43,800
+8,900
+26% +$665K 0.01% 803
2016
Q2 		$2.59M Buy
+34,900
New +$2.27M 0.01% 811
2016
Q1 		– Sell
-333,632
Closed -$20.3M – 921
2015
Q4 		$20.3M Buy
333,632
+122,379
+58% +$7.32M 0.06% 429
2015
Q3 		$11.6M Buy
+211,253
New +$11.2M 0.04% 553

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CB
Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Lord, Abbett & Co's MUSA Position: Q4 2023 in Review

Lord, Abbett & Co sold out of Murphy USA (MUSA) in Q4 2023, closing a stake of 144,000 shares — an estimated $49.2M sold.

Lord, Abbett & Co first reported a position in MUSA in Q3 2015 and held it in 11 quarters. The position peaked at $49.2M in Q3 2023. 437 funds tracked by Wall St. Rank hold MUSA as of Q4 2023.

  • Lord, Abbett & Co reported no remaining Murphy USA position as of Q4 2023 after selling out during the quarter.
  • Lord, Abbett & Co sold 144,000 Murphy USA shares in Q4 2023, an estimated $49.2M.
  • Lord, Abbett & Co first reported a position in Murphy USA in Q3 2015 and held it in 11 quarters.
  • Lord, Abbett & Co's Murphy USA position peaked at $49.2M in Q3 2023.
  • 437 funds tracked by Wall St. Rank held Murphy USA as of Q4 2023.

Based on Lord, Abbett & Co's 13F filing for Q4 2023, filed 12 Feb 2024.