MPS Loria Financial Planners’s Marathon Oil Corporation MRO Stock Holding History

MPS Loria Financial Planners’s Portfolio MRO Stock Details MRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-5,565	Closed	-$59K	–	586
2021 Q1	$59K	Buy	5,565 +12	+0.2%	+$116	0.03%	151
2020 Q4	$38K	Buy	5,553 +87	+2%	+$467	0.02%	182
2020 Q3	$22K	Sell	5,466 -156	-3%	-$824	0.01%	195
2020 Q2	$34K	Buy	+5,622	New	+$31.1K	0.02%	169
2017 Q3	–	Sell	-5,228	Closed	-$60K	–	357
2017 Q2	$60K	Buy	+5,228	New	+$73.1K	0.04%	139

Other funds holding MRO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JIM

JB Investments Management Phoenixville, Pennsylvania $763M AUM 110.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

MPS Loria Financial Planners's MRO Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Marathon Oil Corporation (MRO) in Q2 2021, closing a stake of 5,565 shares — an estimated $59K sold.

MPS Loria Financial Planners first reported a position in MRO in Q2 2017 and held it in 5 quarters. The position peaked at $60K in Q2 2017. 593 funds tracked by Wall St. Rank hold MRO as of Q2 2021.

MPS Loria Financial Planners reported no remaining Marathon Oil Corporation position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 5,565 Marathon Oil Corporation shares in Q2 2021, an estimated $59K.
MPS Loria Financial Planners first reported a position in Marathon Oil Corporation in Q2 2017 and held it in 5 quarters.
MPS Loria Financial Planners's Marathon Oil Corporation position peaked at $60K in Q2 2017.
593 funds tracked by Wall St. Rank held Marathon Oil Corporation as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.