Rikoon Group’s Marathon Petroleum MPC Stock Holding History

Rikoon Group’s Portfolio MPC Stock Details MPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	$203K	Buy	+3,801	New	+$192K	0.05%	230
2020 Q1	–	Sell	-4,029	Closed	-$243K	–	198
2019 Q4	$243K	Hold	4,029	–	–	0.08%	188
2019 Q3	$245K	Sell	4,029 -300	-7%	-$15.8K	0.09%	176
2019 Q2	$242K	Hold	4,329	–	–	0.09%	179
2019 Q1	$259K	Hold	4,329	–	–	0.1%	176
2018 Q4	$255K	Buy	4,329 +1,301	+43%	+$88.8K	0.11%	161
2018 Q3	$242K	Buy	+3,028	New	+$239K	0.09%	187

Other funds holding MPC

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Rikoon Group's MPC Position: Q1 2021 in Review

Rikoon Group opened a new position in Marathon Petroleum (MPC) in Q1 2021: 3,801 shares worth $203K. The stake represents 0.05% of the portfolio and ranks #230 among its holdings. This is a return to the name: Rikoon Group previously reported a position in MPC as recently as Q4 2019.

Rikoon Group first reported a position in MPC in Q3 2018 and has held it in 7 quarters since. The position peaked at $259K in Q1 2019. 975 funds tracked by Wall St. Rank hold MPC as of Q1 2021.

Rikoon Group held 3,801 shares of Marathon Petroleum worth $203K as of Q1 2021.
Marathon Petroleum was a new Rikoon Group position in Q1 2021.
Marathon Petroleum made up 0.05% of Rikoon Group's portfolio in Q1 2021, its #230 holding.
Rikoon Group first reported a position in Marathon Petroleum in Q3 2018 and has held it in 7 quarters since.
Rikoon Group's Marathon Petroleum position peaked at $259K in Q1 2019.
975 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2021.

Based on Rikoon Group's 13F filing for Q1 2021, filed 14 May 2021.