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Simplicity Solutions’s Marathon Petroleum MPC Stock Holding History

Simplicity Solutions’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
2023
Q4 		$1.72M Sell
11,617
-987
-8% -$147K 0.05% 331
2023
Q3 		$1.91M Sell
12,604
-2,346
-16% -$327K 0.06% 296
2023
Q2 		$1.74M Sell
14,950
-1,325
-8% -$154K 0.05% 344
2023
Q1 		$2.19M Buy
16,275
+6,787
+72% +$849K 0.06% 292
2022
Q4 		$1.1M Buy
9,488
+894
+10% +$102K 0.15% 169
2022
Q3 		$854K Buy
8,594
+4,541
+112% +$425K 0.12% 203
2022
Q2 		$333K Buy
4,053
+368
+10% +$34.4K 0.04% 406
2022
Q1 		$315K Sell
3,685
-3,929
-52% -$299K 0.04% 433
2021
Q4 		$488K Buy
7,614
+4,095
+116% +$263K 0.05% 401
2021
Q3 		$218K Buy
+3,519
New +$202K 0.03% 537
2020
Q1 		– Sell
-25,048
Closed -$1.51M – 842
2019
Q4 		$1.51M Buy
25,048
+2,064
+9% +$129K 0.05% 290
2019
Q3 		$1.4M Buy
22,984
+4,535
+25% +$239K 0.06% 231
2019
Q2 		$1.03M Buy
18,449
+2,960
+19% +$162K 0.04% 252
2019
Q1 		$927K Buy
15,489
+6,829
+79% +$430K 0.06% 266
2018
Q4 		$510K Buy
8,660
+396
+5% +$27K 0.07% 307
2018
Q3 		$661K Buy
+8,264
New +$654K 0.04% 221

Other funds holding MPC

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Simplicity Solutions's MPC Position: Q4 2023 in Review

Simplicity Solutions reduced its Marathon Petroleum (MPC) stake by 7.8% in Q4 2023, selling an estimated $147K and leaving 11,617 shares worth $1.72M. The position accounts for 0.05% of the portfolio, ranked #331.

Simplicity Solutions first reported a position in MPC in Q3 2018 and has held it in 16 quarters since. The position peaked at $2.19M in Q1 2023. 1,549 funds tracked by Wall St. Rank hold MPC as of Q4 2023.

  • Simplicity Solutions held 11,617 shares of Marathon Petroleum worth $1.72M as of Q4 2023.
  • Simplicity Solutions sold 987 Marathon Petroleum shares in Q4 2023, an estimated $147K.
  • Marathon Petroleum made up 0.05% of Simplicity Solutions's portfolio in Q4 2023, its #331 holding.
  • Simplicity Solutions first reported a position in Marathon Petroleum in Q3 2018 and has held it in 16 quarters since.
  • Simplicity Solutions's Marathon Petroleum position peaked at $2.19M in Q1 2023.
  • 1,549 funds tracked by Wall St. Rank held Marathon Petroleum as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.