Planned Solutions’s Murphy Oil MUR Stock Holding History

Planned Solutions’s Portfolio MUR Stock Details MUR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-1,000	Closed	-$12K	–	281
2020 Q4	$12K	Buy	+1,000	New	+$9.94K	0.01%	322

Other funds holding MUR

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

PFC

Poplar Forest Capital Pasadena, California $563M AUM 8.43% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Planned Solutions's MUR Position: Q1 2021 in Review

Planned Solutions sold out of Murphy Oil (MUR) in Q1 2021, closing a stake of 1,000 shares — an estimated $12K sold.

Planned Solutions first reported a position in MUR in Q4 2020 and held it in 1 quarter. The position peaked at $12K in Q4 2020. 269 funds tracked by Wall St. Rank hold MUR as of Q1 2021.

Planned Solutions reported no remaining Murphy Oil position as of Q1 2021 after selling out during the quarter.
Planned Solutions sold 1,000 Murphy Oil shares in Q1 2021, an estimated $12K.
Planned Solutions first reported a position in Murphy Oil in Q4 2020 and held it in 1 quarter.
Planned Solutions's Murphy Oil position peaked at $12K in Q4 2020.
269 funds tracked by Wall St. Rank held Murphy Oil as of Q1 2021.

Based on Planned Solutions's 13F filing for Q1 2021, filed 29 Apr 2021.