Poehling Capital Management’s Murphy USA MUSA Stock Holding History

Poehling Capital 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
2019 Q3	–	Sell	-5,333	Closed	-$448K	–	105
2019 Q2	$448K	Sell	5,333 -445	-8%	-$37.2K	0.3%	71
2019 Q1	$495K	Sell	5,778 -90	-2%	-$7.11K	0.36%	68
2018 Q4	$450K	Buy	5,868 +225	+4%	+$17.7K	0.43%	59
2018 Q3	$482K	Buy	5,643 +845	+18%	+$69.8K	0.34%	72
2018 Q2	$356K	Sell	4,798 -915	-16%	-$63.2K	0.31%	74
2018 Q1	$416K	Sell	5,713 -35	-0.6%	-$2.73K	0.34%	72
2017 Q4	$462K	Buy	+5,748	New	+$434K	0.39%	71

Other funds holding MUSA

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

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

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Poehling Capital Management's MUSA Position: Q3 2019 in Review

Poehling Capital Management sold out of Murphy USA (MUSA) in Q3 2019, closing a stake of 5,333 shares — an estimated $448K sold.

Poehling Capital Management first reported a position in MUSA in Q4 2017 and held it in 7 quarters. The position peaked at $495K in Q1 2019. 264 funds tracked by Wall St. Rank hold MUSA as of Q3 2019.

Poehling Capital Management reported no remaining Murphy USA position as of Q3 2019 after selling out during the quarter.
Poehling Capital Management sold 5,333 Murphy USA shares in Q3 2019, an estimated $448K.
Poehling Capital Management first reported a position in Murphy USA in Q4 2017 and held it in 7 quarters.
Poehling Capital Management's Murphy USA position peaked at $495K in Q1 2019.
264 funds tracked by Wall St. Rank held Murphy USA as of Q3 2019.

Based on Poehling Capital Management's 13F filing for Q3 2019, filed 12 Nov 2019.