de BAMCO Inc Morningstar MORN Historial de posiciones en acciones
Compró
Mantenido
Vendió
| Trimestre | Valor de mercado | Estado | Núm. de acciones |
Cambio en la participación | Valor operado | Peso en el portafolio | Posición de la cartera | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | USD 546 M | Comprar |
3,499,146
+2,739,631
| +361% | +USD 476 M | 0.82% | 23 |
|
|
2026
Q1 | USD 128 M | Vender |
759,515
-482,279
| -39% | -USD 89.6 M | 0.39% | 45 |
|
|
2025
Q4 | USD 270 M | Vender |
1,241,794
-172,511
| -12% | -USD 37.4 M | 0.73% | 24 |
|
|
2025
Q3 | USD 328 M | Comprar |
1,414,305
+118,979
| +9% | +USD 31.7 M | 0.87% | 20 |
|
|
2025
Q2 | USD 407 M | Vender |
1,295,326
-4,182
| -0.3% | -USD 1.24 M | 1.1% | 18 |
|
|
2025
Q1 | USD 390 M | Vender |
1,299,508
-5,647
| -0.4% | -USD 1.78 M | 1.14% | 17 |
|
|
2024
Q4 | USD 440 M | Vender |
1,305,155
-433
| -0% | -USD 148 k | 1.14% | 17 |
|
|
2024
Q3 | USD 417 M | Vender |
1,305,588
-1,349
| -0.1% | -USD 419 k | 1.11% | 19 |
|
|
2024
Q2 | USD 387 M | Vender |
1,306,937
-1,734
| -0.1% | -USD 513 k | 1.11% | 19 |
|
|
2024
Q1 | USD 404 M | Vender |
1,308,671
-13,780
| -1% | -USD 3.97 M | 1.08% | 18 |
|
|
2023
Q4 | USD 379 M | Vender |
1,322,451
-4,157
| -0.3% | -USD 1.08 M | 1.01% | 21 |
|
|
2023
Q3 | USD 311 M | Comprar |
1,326,608
+98,191
| +8% | +USD 22.2 M | 0.9% | 23 |
|
|
2023
Q2 | USD 241 M | Comprar |
1,228,417
+99,898
| +9% | +USD 19.8 M | 0.67% | 28 |
|
|
2023
Q1 | USD 229 M | Vender |
1,128,519
-5,000
| -0.4% | -USD 1.1 M | 0.69% | 28 |
|
|
2022
Q4 | USD 246 M | Vender |
1,133,519
-16,896
| -1% | -USD 3.85 M | 0.82% | 24 |
|
|
2022
Q3 | USD 244 M | Vender |
1,150,415
-5,000
| -0.4% | -USD 1.19 M | 0.79% | 23 |
|
|
2022
Q2 | USD 279 M | Vender |
1,155,415
-10,000
| -0.9% | -USD 2.52 M | 0.9% | 23 |
|
|
2022
Q1 | USD 318 M | Vender |
1,165,415
-43,505
| -4% | -USD 12.3 M | 0.78% | 25 |
|
|
2021
Q4 | USD 413 M | Vender |
1,208,920
-499
| -0% | -USD 154 k | 0.88% | 26 |
|
|
2021
Q3 | USD 313 M | Vender |
1,209,419
-5,790
| -0.5% | -USD 1.52 M | 0.71% | 31 |
|
|
2021
Q2 | USD 312 M | Vender |
1,215,209
-84,409
| -6% | -USD 20.5 M | 0.72% | 32 |
|
|
2021
Q1 | USD 292 M | Vender |
1,299,618
-38,217
| -3% | -USD 8.96 M | 0.72% | 31 |
|
|
2020
Q4 | USD 310 M | Vender |
1,337,835
-4,047
| -0.3% | -USD 804 k | 0.77% | 30 |
|
|
2020
Q3 | USD 216 M | Vender |
1,341,882
-7,275
| -0.5% | -USD 1.15 M | 0.66% | 36 |
|
|
2020
Q2 | USD 190 M | Vender |
1,349,157
-15,127
| -1% | -USD 2.14 M | 0.69% | 35 |
|
|
2020
Q1 | USD 159 M | Vender |
1,364,284
-30,774
| -2% | -USD 4.46 M | 0.78% | 34 |
|
|
2019
Q4 | USD 211 M | Vender |
1,395,058
-60,647
| -4% | -USD 9.31 M | 0.81% | 33 |
|
|
2019
Q3 | USD 213 M | Vender |
1,455,705
-1,575
| -0.1% | -USD 242 k | 0.88% | 30 |
|
|
2019
Q2 | USD 211 M | Mantener |
1,457,280
| – | – | 0.85% | 28 |
|
|
2019
Q1 | USD 184 M | Vender |
1,457,280
-41
| -0% | -USD 4.93 k | 0.78% | 31 |
|
|
2018
Q4 | USD 160 M | Vender |
1,457,321
-285
| -0% | -USD 33.4 k | 0.81% | 30 |
|
|
2018
Q3 | USD 184 M | Vender |
1,457,606
-2,798
| -0.2% | -USD 377 k | 0.76% | 31 |
|
|
2018
Q2 | USD 187 M | Vender |
1,460,404
-15,118
| -1% | -USD 1.73 M | 0.82% | 29 |
|
|
2018
Q1 | USD 141 M | Vender |
1,475,522
-28,849
| -2% | -USD 2.77 M | 0.65% | 35 |
|
|
2017
Q4 | USD 146 M | Mantener |
1,504,371
| – | – | 0.67% | 32 |
|
|
2017
Q3 | USD 128 M | Mantener |
1,504,371
| – | – | 0.61% | 38 |
|
|
2017
Q2 | USD 118 M | Vender |
1,504,371
-29,860
| -2% | -USD 2.25 M | 0.6% | 41 |
|
|
2017
Q1 | USD 121 M | Vender |
1,534,231
-22,653
| -1% | -USD 1.76 M | 0.64% | 36 |
|
|
2016
Q4 | USD 115 M | Vender |
1,556,884
-4,400
| -0.3% | -USD 323 k | 0.64% | 43 |
|
|
2016
Q3 | USD 124 M | Mantener |
1,561,284
| – | – | 0.66% | 44 |
|
|
2016
Q2 | USD 128 M | Comprar |
1,561,284
+10,090
| +0.7% | +USD 843 k | 0.68% | 45 |
|
|
2016
Q1 | USD 137 M | Vender |
1,551,194
-85,780
| -5% | -USD 6.84 M | 0.72% | 43 |
|
|
2015
Q4 | USD 132 M | Comprar |
1,636,974
+107,416
| +7% | +USD 8.7 M | 0.61% | 49 |
|
|
2015
Q3 | USD 123 M | Vender |
1,529,558
-5,325
| -0.3% | -USD 435 k | 0.55% | 55 |
|
|
2015
Q2 | USD 122 M | Vender |
1,534,883
-93,293
| -6% | -USD 7.14 M | 0.48% | 59 |
|
|
2015
Q1 | USD 122 M | Vender |
1,628,176
-2,321
| -0.1% | -USD 165 k | 0.47% | 63 |
|
|
2014
Q4 | USD 106 M | Vender |
1,630,497
-2,492
| -0.2% | -USD 165 k | 0.42% | 71 |
|
|
2014
Q3 | USD 111 M | Vender |
1,632,989
-18,392
| -1% | -USD 1.26 M | 0.46% | 65 |
|
|
2014
Q2 | USD 119 M | Vender |
1,651,381
-6,538
| -0.4% | -USD 478 k | 0.47% | 67 |
|
|
2014
Q1 | USD 131 M | Vender |
1,657,919
-22,277
| -1% | -USD 1.77 M | 0.53% | 60 |
|
|
2013
Q4 | USD 131 M | Vender |
1,680,196
-12,974
| -0.8% | -USD 1.03 M | 0.54% | 59 |
|
|
2013
Q3 | USD 134 M | Comprar |
1,693,170
+37,718
| +2% | +USD 2.92 M | 0.61% | 56 |
|
|
2013
Q2 | USD 128 M | Comprar |
+1,655,452
| Nuevas | +USD 115 M | 0.67% | 45 |
|
Otros fondos que tienen MORN en su cartera
Posición de BAMCO Inc en MORN: resumen de T2 2026
BAMCO Inc aumentó su participación en Morningstar (MORN) en 361% durante T2 2026, al comprar aproximadamente USD 476 M y elevar la posición a 3,499,146 acciones con un valor de USD 546 M. La posición representa 0.82% de la cartera y ocupa el puesto #23.
BAMCO Inc reportó por primera vez una posición en MORN en T2 2013 y la ha mantenido durante 53 trimestres desde entonces. Al cierre de T2 2026, 421 fondos que sigue Wall St. Rank mantienen una posición en MORN.
- Al cierre de T2 2026, BAMCO Inc tenía 3,499,146 acciones de Morningstar con un valor de USD 546 M.
- BAMCO Inc compró 2,739,631 acciones de Morningstar en T2 2026, por un monto estimado de USD 476 M.
- Morningstar representó 0.82% de la cartera de BAMCO Inc en T2 2026 y fue su posición número 23.
- BAMCO Inc reportó por primera vez una posición en Morningstar en T2 2013 y la ha mantenido durante 53 trimestres desde entonces.
- Al cierre de T2 2026, 421 fondos que sigue Wall St. Rank tenían Morningstar en cartera.
Según el Informe 13F de BAMCO Inc correspondiente a T2 2026, presentado el 14 ago 2026.