Sonora Investment Management’s Marathon Petroleum MPC Stock Holding History

Sonora Investment Management’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 Q3	$7K	Hold	119	–	–	﹤0.01%	836
2021 Q2	$7K	Hold	119	–	–	﹤0.01%	765
2021 Q1	$6K	Sell	119 -358	-75%	-$18.1K	﹤0.01%	1460
2020 Q4	$20K	Buy	477 +235	+97%	+$8.43K	﹤0.01%	932
2020 Q3	$7K	Sell	242 -17	-7%	-$597	﹤0.01%	1347
2020 Q2	$10K	Buy	259 +136	+111%	+$4.37K	﹤0.01%	1109
2020 Q1	$3K	Sell	123 -100	-45%	-$4.61K	﹤0.01%	1414
2019 Q4	$13K	Hold	223	–	–	﹤0.01%	1044
2019 Q3	$14K	Buy	223 +77	+53%	+$4.06K	﹤0.01%	1021
2019 Q2	$8K	Hold	146	–	–	﹤0.01%	1262
2019 Q1	$9K	Hold	146	–	–	﹤0.01%	1096
2018 Q4	$9K	Hold	146	–	–	﹤0.01%	907
2018 Q3	$12K	Hold	146	–	–	﹤0.01%	797
2018 Q2	$10K	Sell	146 -5,227	-97%	-$399K	﹤0.01%	807
2018 Q1	$393K	Hold	5,373	–	–	0.06%	162
2017 Q4	$354K	Buy	5,373 +46	+0.9%	+$2.81K	0.06%	167
2017 Q3	$299K	Hold	5,327	–	–	0.05%	172
2017 Q2	$279K	Hold	5,327	–	–	0.05%	168
2017 Q1	$269K	Hold	5,327	–	–	0.05%	167
2016 Q4	$268K	Hold	5,327	–	–	0.06%	162
2016 Q3	$216K	Buy	5,327 +1	+0%	+$41	0.05%	166
2016 Q2	$202K	Sell	5,326 -1	-0%	-$37	0.05%	151
2016 Q1	$219K	Hold	5,327	–	–	0.05%	150
2015 Q4	$276K	Sell	5,327 -110	-2%	-$5.76K	0.07%	121
2015 Q3	$252K	Buy	+5,437	New	+$280K	0.08%	111

Other funds holding MPC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Sonora Investment Management's MPC Position: Q3 2021 in Review

Sonora Investment Management held its Marathon Petroleum (MPC) position steady in Q3 2021 at 119 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #836.

Sonora Investment Management first reported a position in MPC in Q3 2015 and has held it in 25 quarters since. The position peaked at $393K in Q1 2018. 1,005 funds tracked by Wall St. Rank hold MPC as of Q3 2021.

Sonora Investment Management held 119 shares of Marathon Petroleum worth $7K as of Q3 2021.
Sonora Investment Management left its Marathon Petroleum share count unchanged in Q3 2021.
Marathon Petroleum made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #836 holding.
Sonora Investment Management first reported a position in Marathon Petroleum in Q3 2015 and has held it in 25 quarters since.
Sonora Investment Management's Marathon Petroleum position peaked at $393K in Q1 2018.
1,005 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.