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Waratah Capital Advisors’s Murphy USA MUSA Stock Holding History

Waratah Capital Advisors’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
2020
Q4 		– Sell
-3,729
Closed -$478K – 239
2020
Q3 		$478K Buy
+3,729
New +$493K 0.05% 112
2017
Q2 		– Sell
-10,750
Closed -$789K – 189
2017
Q1 		$789K Buy
+10,750
New +$709K 0.1% 116

Other funds holding MUSA

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Waratah Capital Advisors's MUSA Position: Q4 2020 in Review

Waratah Capital Advisors sold out of Murphy USA (MUSA) in Q4 2020, closing a stake of 3,729 shares — an estimated $478K sold.

Waratah Capital Advisors first reported a position in MUSA in Q1 2017 and held it in 2 quarters. The position peaked at $789K in Q1 2017. 290 funds tracked by Wall St. Rank hold MUSA as of Q4 2020.

  • Waratah Capital Advisors reported no remaining Murphy USA position as of Q4 2020 after selling out during the quarter.
  • Waratah Capital Advisors sold 3,729 Murphy USA shares in Q4 2020, an estimated $478K.
  • Waratah Capital Advisors first reported a position in Murphy USA in Q1 2017 and held it in 2 quarters.
  • Waratah Capital Advisors's Murphy USA position peaked at $789K in Q1 2017.
  • 290 funds tracked by Wall St. Rank held Murphy USA as of Q4 2020.

Based on Waratah Capital Advisors's 13F filing for Q4 2020, filed 8 Feb 2021.