Altshuler Shaham’s Morningstar MORN Stock Holding History

Altshuler Shaham’s Portfolio MORN Stock Details MORN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-66	Closed	-$18.9K	–	345
2023 Q4	$18.9K	Buy	+66	New	+$17.2K	﹤0.01%	217
2022 Q4	–	Sell	-116	Closed	-$25K	–	556
2022 Q3	$25K	Sell	116 -4	-3%	-$951	﹤0.01%	360
2022 Q2	$29K	Sell	120 -207	-63%	-$52.2K	﹤0.01%	325
2022 Q1	$89K	Sell	327 -23	-7%	-$6.5K	﹤0.01%	284
2021 Q4	$120K	Buy	350 +216	+161%	+$66.9K	﹤0.01%	318
2021 Q3	$35K	Sell	134 -40	-23%	-$10.5K	﹤0.01%	448
2021 Q2	$45K	Sell	174 -512	-75%	-$124K	﹤0.01%	450
2021 Q1	$154K	Sell	686 -136	-17%	-$31.9K	﹤0.01%	197
2020 Q4	$190K	Buy	822 +43	+6%	+$8.54K	﹤0.01%	169
2020 Q3	$125K	Sell	779 -266	-25%	-$42K	﹤0.01%	158
2020 Q2	$147K	Buy	1,045 +1,018	+3,770%	+$144K	﹤0.01%	138
2020 Q1	$3K	Sell	27 -105	-80%	-$15.2K	﹤0.01%	372
2019 Q4	$20K	Buy	132 +13	+11%	+$2K	﹤0.01%	253
2019 Q3	$17K	Buy	119 +6	+5%	+$924	﹤0.01%	255
2019 Q2	$16K	Buy	+113	New	+$15.6K	﹤0.01%	252
2018 Q4	–	Sell	-49	Closed	-$6K	–	286
2018 Q3	$6K	Sell	49 -263	-84%	-$35.4K	﹤0.01%	235
2018 Q2	$11K	Hold	312	–	–	﹤0.01%	148
2018 Q1	$8K	Buy	+312	New	+$30K	﹤0.01%	193

Other funds holding MORN

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group

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

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