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Meritage Portfolio Management’s Murphy USA MUSA Stock Holding History

Meritage Portfolio 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
2021
Q2 		– Sell
-1,486
Closed -$215K – 312
2021
Q1 		$215K Buy
+1,486
New +$192K 0.01% 268

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RRAM
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State Street
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Dimensional Fund Advisors
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Renaissance Technologies
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ClearBridge Investments
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Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Meritage Portfolio Management's MUSA Position: Q2 2021 in Review

Meritage Portfolio Management sold out of Murphy USA (MUSA) in Q2 2021, closing a stake of 1,486 shares — an estimated $215K sold.

Meritage Portfolio Management first reported a position in MUSA in Q1 2021 and held it in 1 quarter. The position peaked at $215K in Q1 2021. 289 funds tracked by Wall St. Rank hold MUSA as of Q2 2021.

  • Meritage Portfolio Management reported no remaining Murphy USA position as of Q2 2021 after selling out during the quarter.
  • Meritage Portfolio Management sold 1,486 Murphy USA shares in Q2 2021, an estimated $215K.
  • Meritage Portfolio Management first reported a position in Murphy USA in Q1 2021 and held it in 1 quarter.
  • Meritage Portfolio Management's Murphy USA position peaked at $215K in Q1 2021.
  • 289 funds tracked by Wall St. Rank held Murphy USA as of Q2 2021.

Based on Meritage Portfolio Management's 13F filing for Q2 2021, filed 26 Jul 2021.