Mackenzie Financial
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Mackenzie Financial’s Murphy USA MUSA Stock Holding History

Mackenzie 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
Q2 		– Sell
-1,795
Closed -$463K – 1595
2023
Q1 		$463K Sell
1,795
-12,125
-87% -$3.15M ﹤0.01% 1047
2022
Q4 		$3.89M Buy
13,920
+12,404
+818% +$3.6M 0.01% 556
2022
Q3 		$417K Sell
1,516
-71
-4% -$19.9K ﹤0.01% 987
2022
Q2 		$370K Buy
1,587
+209
+15% +$49.3K ﹤0.01% 1009
2022
Q1 		$276K Buy
1,378
+1
+0.1% +$188 ﹤0.01% 1154
2021
Q4 		$274K Sell
1,377
-93
-6% -$16.6K ﹤0.01% 1187
2021
Q3 		$246K Buy
+1,470
New +$222K ﹤0.01% 1223
2019
Q2 		– Sell
-61,348
Closed -$5.25M – 1202
2019
Q1 		$5.25M Sell
61,348
-700
-1% -$55.3K 0.01% 508
2018
Q4 		$4.75M Buy
+62,048
New +$4.89M 0.01% 505

Other funds holding MUSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
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

Mackenzie Financial's MUSA Position: Q2 2023 in Review

Mackenzie Financial sold out of Murphy USA (MUSA) in Q2 2023, closing a stake of 1,795 shares — an estimated $463K sold.

Mackenzie Financial first reported a position in MUSA in Q4 2018 and held it in 9 quarters. The position peaked at $5.25M in Q1 2019. 389 funds tracked by Wall St. Rank hold MUSA as of Q2 2023.

  • Mackenzie Financial reported no remaining Murphy USA position as of Q2 2023 after selling out during the quarter.
  • Mackenzie Financial sold 1,795 Murphy USA shares in Q2 2023, an estimated $463K.
  • Mackenzie Financial first reported a position in Murphy USA in Q4 2018 and held it in 9 quarters.
  • Mackenzie Financial's Murphy USA position peaked at $5.25M in Q1 2019.
  • 389 funds tracked by Wall St. Rank held Murphy USA as of Q2 2023.

Based on Mackenzie Financial's 13F filing for Q2 2023, filed 3 Aug 2023.