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Richard Pzena’s Murphy USA MUSA Stock Holding History

Richard Pzena’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
2015
Q1 		– Sell
-22,011
Closed -$1.52M – 152
2014
Q4 		$1.52M Sell
22,011
-279,876
-93% -$16.6M 0.01% 138
2014
Q3 		$16M Sell
301,887
-453,270
-60% -$23.4M 0.09% 119
2014
Q2 		$36.9M Sell
755,157
-322,412
-30% -$14.9M 0.21% 82
2014
Q1 		$43.7M Buy
1,077,569
+162,170
+18% +$6.56M 0.25% 70
2013
Q4 		$38M Buy
+915,399
New +$38.8M 0.22% 74

Other funds holding MUSA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
B
BancorpSouth Tupelo, Mississippi $1.01B AUM 4.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Richard Pzena's MUSA Position: Q1 2015 in Review

Richard Pzena sold out of Murphy USA (MUSA) in Q1 2015, closing a stake of 22,011 shares — an estimated $1.52M sold.

Richard Pzena first reported a position in MUSA in Q4 2013 and held it in 5 quarters. The position peaked at $43.7M in Q1 2014. 287 funds tracked by Wall St. Rank hold MUSA as of Q1 2015.

  • Richard Pzena reported no remaining Murphy USA position as of Q1 2015 after selling out during the quarter.
  • Richard Pzena sold 22,011 Murphy USA shares in Q1 2015, an estimated $1.52M.
  • Richard Pzena first reported a position in Murphy USA in Q4 2013 and held it in 5 quarters.
  • Richard Pzena's Murphy USA position peaked at $43.7M in Q1 2014.
  • 287 funds tracked by Wall St. Rank held Murphy USA as of Q1 2015.

Based on Pzena Investment Management's 13F filing for Q1 2015, filed 8 May 2015.