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Steward Financial Group’s Murphy USA MUSA Stock Holding History

Steward Financial Group’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
Q3 		$7K Buy
+23
New +$7.31K ﹤0.01% 502
2022
Q3 		– Sell
-13
Closed -$3K – 868
2022
Q2 		$3K Buy
+13
New +$3.06K ﹤0.01% 468

Other funds holding MUSA

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Steward Financial Group's MUSA Position: Q3 2023 in Review

Steward Financial Group opened a new position in Murphy USA (MUSA) in Q3 2023: 23 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #502 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in MUSA as recently as Q2 2022.

Steward Financial Group first reported a position in MUSA in Q2 2022 and has held it in 2 quarters since. 423 funds tracked by Wall St. Rank hold MUSA as of Q3 2023.

  • Steward Financial Group held 23 shares of Murphy USA worth $7K as of Q3 2023.
  • Murphy USA was a new Steward Financial Group position in Q3 2023.
  • Murphy USA made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #502 holding.
  • Steward Financial Group first reported a position in Murphy USA in Q2 2022 and has held it in 2 quarters since.
  • 423 funds tracked by Wall St. Rank held Murphy USA as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.