AJO LP’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-12,551
| Closed | -$1.77M | – | 769 |
|
2020
Q2 | $1.77M | Buy |
12,551
+10,833
| +631% | +$1.53M | 0.02% | 398 |
|
2020
Q1 | $199K | Buy |
+1,718
| New | +$199K | ﹤0.01% | 561 |
|
2014
Q1 | – | Sell |
-122,200
| Closed | -$9.54M | – | 439 |
|
2013
Q4 | $9.54M | Buy |
+122,200
| New | +$9.54M | 0.04% | 219 |
|