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Schubert & Co’s Murphy USA MUSA Stock Holding History

Schubert & Co’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
2023
Q2 		– Sell
-16
Closed -$4.13K – 970
2023
Q1 		$4.13K Sell
16
-4
-20% -$1.04K ﹤0.01% 539
2022
Q4 		$5.59K Hold
20
– – 0.01% 397
2022
Q3 		$5K Buy
20
+4
+25% +$1.12K ﹤0.01% 414
2022
Q2 		$4K Buy
16
+8
+100% +$1.89K ﹤0.01% 462
2022
Q1 		$2K Buy
8
+3
+60% +$563 ﹤0.01% 453
2021
Q4 		$1K Buy
+5
New +$894 ﹤0.01% 757

Other funds holding MUSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CB
Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return

Schubert & Co's MUSA Position: Q2 2023 in Review

Schubert & Co sold out of Murphy USA (MUSA) in Q2 2023, closing a stake of 16 shares — an estimated $4.13K sold.

Schubert & Co first reported a position in MUSA in Q4 2021 and held it in 6 quarters. The position peaked at $5.59K in Q4 2022. 389 funds tracked by Wall St. Rank hold MUSA as of Q2 2023.

  • Schubert & Co reported no remaining Murphy USA position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 16 Murphy USA shares in Q2 2023, an estimated $4.13K.
  • Schubert & Co first reported a position in Murphy USA in Q4 2021 and held it in 6 quarters.
  • Schubert & Co's Murphy USA position peaked at $5.59K in Q4 2022.
  • 389 funds tracked by Wall St. Rank held Murphy USA as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.