WAM
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Wakefield Asset Management’s Murphy USA MUSA Stock Holding History

Wakefield Asset Management’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
2021
Q1 		– Sell
-5,268
Closed -$689K – 171
2020
Q4 		$689K Sell
5,268
-38
-0.7% -$4.88K 0.29% 99
2020
Q3 		$681K Buy
5,306
+41
+0.8% +$5.42K 0.32% 86
2020
Q2 		$593K Buy
5,265
+50
+1% +$5.48K 0.28% 97
2020
Q1 		$440K Buy
5,215
+680
+15% +$70.6K 0.24% 99
2019
Q4 		$531K Buy
+4,535
New +$489K 0.22% 122

Other funds holding MUSA

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Vanguard Group
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Wakefield Asset Management's MUSA Position: Q1 2021 in Review

Wakefield Asset Management sold out of Murphy USA (MUSA) in Q1 2021, closing a stake of 5,268 shares — an estimated $689K sold.

Wakefield Asset Management first reported a position in MUSA in Q4 2019 and held it in 5 quarters. The position peaked at $689K in Q4 2020. 302 funds tracked by Wall St. Rank hold MUSA as of Q1 2021.

  • Wakefield Asset Management reported no remaining Murphy USA position as of Q1 2021 after selling out during the quarter.
  • Wakefield Asset Management sold 5,268 Murphy USA shares in Q1 2021, an estimated $689K.
  • Wakefield Asset Management first reported a position in Murphy USA in Q4 2019 and held it in 5 quarters.
  • Wakefield Asset Management's Murphy USA position peaked at $689K in Q4 2020.
  • 302 funds tracked by Wall St. Rank held Murphy USA as of Q1 2021.

Based on Wakefield Asset Management's 13F filing for Q1 2021, filed 11 May 2021.