Swaine & Leidel Wealth Services’s Marathon Petroleum MPC Stock Holding History

Swaine & Leidel Wealth 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 Q3	–	Sell	-31,408	Closed	-$1.17M	–	55
2020 Q2	$1.17M	Sell	31,408 -16,654	-35%	-$535K	1.2%	31
2020 Q1	$1.14M	Sell	48,062 -175	-0.4%	-$8.06K	1.18%	37
2019 Q4	$2.91M	Buy	+48,237	New	+$3.02M	2.42%	23
2019 Q1	–	Sell	-22,819	Closed	-$1.49M	–	58
2018 Q4	$1.49M	Buy	+22,819	New	+$1.56M	2.36%	22

Other funds holding MPC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Swaine & Leidel Wealth Services's MPC Position: Q3 2020 in Review

Swaine & Leidel Wealth Services sold out of Marathon Petroleum (MPC) in Q3 2020, closing a stake of 31,408 shares — an estimated $1.17M sold.

Swaine & Leidel Wealth Services first reported a position in MPC in Q4 2018 and held it in 4 quarters. The position peaked at $2.91M in Q4 2019. 840 funds tracked by Wall St. Rank hold MPC as of Q3 2020.

Swaine & Leidel Wealth Services reported no remaining Marathon Petroleum position as of Q3 2020 after selling out during the quarter.
Swaine & Leidel Wealth Services sold 31,408 Marathon Petroleum shares in Q3 2020, an estimated $1.17M.
Swaine & Leidel Wealth Services first reported a position in Marathon Petroleum in Q4 2018 and held it in 4 quarters.
Swaine & Leidel Wealth Services's Marathon Petroleum position peaked at $2.91M in Q4 2019.
840 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2020.

Based on Swaine & Leidel Wealth Services's 13F filing for Q3 2020, filed 12 Nov 2020.