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Stonegate Investment Group’s Murphy USA MUSA Stock Holding History

Stonegate Investment 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
2024
Q3 		– Sell
-555
Closed -$261K – 423
2024
Q2 		$261K Hold
555
– – 0.01% 288
2024
Q1 		$233K Buy
+555
New +$217K 0.01% 292
2023
Q4 		– Sell
-649
Closed -$222K – 351
2023
Q3 		$222K Buy
649
+1
+0.2% +$318 0.01% 270
2023
Q2 		$202K Buy
+648
New +$181K 0.01% 294
2022
Q4 		– Sell
-735
Closed -$202K – 345
2022
Q3 		$202K Buy
+735
New +$206K 0.01% 268

Other funds holding MUSA

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CB
Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return

Stonegate Investment Group's MUSA Position: Q3 2024 in Review

Stonegate Investment Group sold out of Murphy USA (MUSA) in Q3 2024, closing a stake of 555 shares — an estimated $261K sold.

Stonegate Investment Group first reported a position in MUSA in Q3 2022 and held it in 5 quarters. The position peaked at $261K in Q2 2024. 506 funds tracked by Wall St. Rank hold MUSA as of Q3 2024.

  • Stonegate Investment Group reported no remaining Murphy USA position as of Q3 2024 after selling out during the quarter.
  • Stonegate Investment Group sold 555 Murphy USA shares in Q3 2024, an estimated $261K.
  • Stonegate Investment Group first reported a position in Murphy USA in Q3 2022 and held it in 5 quarters.
  • Stonegate Investment Group's Murphy USA position peaked at $261K in Q2 2024.
  • 506 funds tracked by Wall St. Rank held Murphy USA as of Q3 2024.

Based on Stonegate Investment Group's 13F filing for Q3 2024, filed 17 Oct 2024.