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Sonora Investment Management’s Murphy USA MUSA Stock Holding History

Sonora Investment Management’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
2021
Q3 		$26K Hold
158
– – ﹤0.01% 564
2021
Q2 		$21K Buy
+158
New +$21.8K ﹤0.01% 564
2015
Q4 		– Sell
-15
Closed -$1K – 1023
2015
Q3 		$1K Buy
+15
New +$799 ﹤0.01% 1055

Other funds holding MUSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

Sonora Investment Management held its Murphy USA (MUSA) position steady in Q3 2021 at 158 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #564.

Sonora Investment Management first reported a position in MUSA in Q3 2015 and has held it in 3 quarters since. 302 funds tracked by Wall St. Rank hold MUSA as of Q3 2021.

  • Sonora Investment Management held 158 shares of Murphy USA worth $26K as of Q3 2021.
  • Sonora Investment Management left its Murphy USA share count unchanged in Q3 2021.
  • Murphy USA made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #564 holding.
  • Sonora Investment Management first reported a position in Murphy USA in Q3 2015 and has held it in 3 quarters since.
  • 302 funds tracked by Wall St. Rank held Murphy USA as of Q3 2021.

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