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Sageworth Trust’s Murphy Oil MUR Stock Holding History

Sageworth Trust’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
2023
Q2 		– Sell
-137
Closed -$5.07K – 304
2023
Q1 		$5.07K Hold
137
– – ﹤0.01% 380
2022
Q4 		$6K Hold
137
– – ﹤0.01% 239
2022
Q3 		$5K Hold
137
– – ﹤0.01% 247
2022
Q2 		$4K Hold
137
– – ﹤0.01% 300
2022
Q1 		$6K Hold
137
– – ﹤0.01% 227
2021
Q4 		$4K Sell
137
-458
-77% -$12.7K ﹤0.01% 456
2021
Q3 		$15K Hold
595
– – ﹤0.01% 446
2021
Q2 		$14K Buy
+595
New +$12.1K ﹤0.01% 500

Other funds holding MUR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Sageworth Trust's MUR Position: Q2 2023 in Review

Sageworth Trust sold out of Murphy Oil (MUR) in Q2 2023, closing a stake of 137 shares — an estimated $5.07K sold.

Sageworth Trust first reported a position in MUR in Q2 2021 and held it in 8 quarters. The position peaked at $15K in Q3 2021. 351 funds tracked by Wall St. Rank hold MUR as of Q2 2023.

  • Sageworth Trust reported no remaining Murphy Oil position as of Q2 2023 after selling out during the quarter.
  • Sageworth Trust sold 137 Murphy Oil shares in Q2 2023, an estimated $5.07K.
  • Sageworth Trust first reported a position in Murphy Oil in Q2 2021 and held it in 8 quarters.
  • Sageworth Trust's Murphy Oil position peaked at $15K in Q3 2021.
  • 351 funds tracked by Wall St. Rank held Murphy Oil as of Q2 2023.

Based on Sageworth Trust's 13F filing for Q2 2023, filed 26 Jul 2023.