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Squar Milner Financial Services’s Marathon Petroleum MPC Stock Holding History

Squar Milner Financial Services’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
2020
Q2 		– Sell
-3,178
Closed -$75K – 510
2020
Q1 		$75K Buy
3,178
+57
+2% +$2.63K 0.05% 322
2019
Q4 		$188K Buy
+3,121
New +$195K 0.09% 209
2019
Q3 		– Sell
-2,714
Closed -$152K – 523
2019
Q2 		$152K Buy
2,714
+361
+15% +$19.8K 0.1% 201
2019
Q1 		$140K Buy
2,353
+168
+8% +$10.6K 0.1% 214
2018
Q4 		$129K Buy
2,185
+48
+2% +$3.28K 0.12% 191
2018
Q3 		$171K Sell
2,137
-90
-4% -$7.12K 0.15% 179
2018
Q2 		$156K Buy
+2,227
New +$170K 0.14% 193

Other funds holding MPC

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Squar Milner Financial Services's MPC Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Marathon Petroleum (MPC) in Q2 2020, closing a stake of 3,178 shares — an estimated $75K sold.

Squar Milner Financial Services first reported a position in MPC in Q2 2018 and held it in 7 quarters. The position peaked at $188K in Q4 2019. 926 funds tracked by Wall St. Rank hold MPC as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Marathon Petroleum position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 3,178 Marathon Petroleum shares in Q2 2020, an estimated $75K.
  • Squar Milner Financial Services first reported a position in Marathon Petroleum in Q2 2018 and held it in 7 quarters.
  • Squar Milner Financial Services's Marathon Petroleum position peaked at $188K in Q4 2019.
  • 926 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.