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Summit Global Investments’s Murphy USA MUSA Stock Holding History

Summit Global Investments’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
Q2 		– Sell
-1,568
Closed -$657K – 549
2024
Q1 		$657K Sell
1,568
-1,336
-46% -$522K 0.05% 283
2023
Q4 		$1.03M Buy
2,904
+1,274
+78% +$462K 0.07% 235
2023
Q3 		$557K Sell
1,630
-1,631
-50% -$518K 0.04% 322
2023
Q2 		$1.01M Sell
3,261
-4,523
-58% -$1.27M 0.07% 226
2023
Q1 		$2.01M Sell
7,784
-2,225
-22% -$579K 0.16% 131
2022
Q4 		$2.8M Buy
10,009
+176
+2% +$51K 0.24% 110
2022
Q3 		$2.7M Sell
9,833
-331
-3% -$92.6K 0.25% 107
2022
Q2 		$2.37M Sell
10,164
-3,093
-23% -$729K 0.21% 113
2022
Q1 		$2.65M Buy
13,257
+281
+2% +$52.8K 0.2% 118
2021
Q4 		$2.58M Buy
12,976
+1,452
+13% +$260K 0.17% 121
2021
Q3 		$1.93M Sell
11,524
-4,895
-30% -$738K 0.14% 129
2021
Q2 		$2.19M Buy
16,419
+1,258
+8% +$174K 0.13% 128
2021
Q1 		$2.19M Buy
15,161
+8,186
+117% +$1.06M 0.14% 117
2020
Q4 		$913K Buy
6,975
+56
+0.8% +$7.19K 0.09% 162
2020
Q3 		$888K Buy
6,919
+419
+6% +$55.4K 0.09% 146
2020
Q2 		$732K Sell
6,500
-100
-2% -$11K 0.08% 151
2020
Q1 		$557K Buy
+6,600
New +$685K 0.08% 162

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CB
Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit Global Investments's MUSA Position: Q2 2024 in Review

Summit Global Investments sold out of Murphy USA (MUSA) in Q2 2024, closing a stake of 1,568 shares — an estimated $657K sold.

Summit Global Investments first reported a position in MUSA in Q1 2020 and held it in 17 quarters. The position peaked at $2.8M in Q4 2022. 479 funds tracked by Wall St. Rank hold MUSA as of Q2 2024.

  • Summit Global Investments reported no remaining Murphy USA position as of Q2 2024 after selling out during the quarter.
  • Summit Global Investments sold 1,568 Murphy USA shares in Q2 2024, an estimated $657K.
  • Summit Global Investments first reported a position in Murphy USA in Q1 2020 and held it in 17 quarters.
  • Summit Global Investments's Murphy USA position peaked at $2.8M in Q4 2022.
  • 479 funds tracked by Wall St. Rank held Murphy USA as of Q2 2024.

Based on Summit Global Investments's 13F filing for Q2 2024, filed 22 Jul 2024.