Artisan Partners’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-40,350
| Closed | -$8.19M | – | 323 |
|
|
2023
Q1 | $8.19M | Sell |
40,350
-298,434
| -88% | -$60.6M | 0.01% | 283 |
|
|
2022
Q4 | $73.4M | Sell |
338,784
-19,546
| -5% | -$4.23M | 0.13% | 160 |
|
|
2022
Q3 | $76.1M | Sell |
358,330
-4,397
| -1% | -$934K | 0.13% | 159 |
|
|
2022
Q2 | $87.7M | Sell |
362,727
-41,821
| -10% | -$10.1M | 0.15% | 154 |
|
|
2022
Q1 | $111M | Sell |
404,548
-16,005
| -4% | -$4.37M | 0.15% | 156 |
|
|
2021
Q4 | $144M | Sell |
420,553
-39,591
| -9% | -$13.5M | 0.17% | 137 |
|
|
2021
Q3 | $119M | Sell |
460,144
-3,690
| -0.8% | -$956K | 0.15% | 152 |
|
|
2021
Q2 | $119M | Buy |
463,834
+65,628
| +16% | +$16.9M | 0.14% | 158 |
|
|
2021
Q1 | $89.6M | Buy |
398,206
+6,958
| +2% | +$1.57M | 0.11% | 180 |
|
|
2020
Q4 | $90.6M | Buy |
391,248
+74,322
| +23% | +$17.2M | 0.11% | 171 |
|
|
2020
Q3 | $50.9M | Sell |
316,926
-84,279
| -21% | -$13.5M | 0.07% | 200 |
|
|
2020
Q2 | $56.6M | Buy |
401,205
+88,478
| +28% | +$12.5M | 0.09% | 185 |
|
|
2020
Q1 | $36.4M | Buy |
312,727
+39,454
| +14% | +$4.59M | 0.08% | 200 |
|
|
2019
Q4 | $41.3M | Buy |
273,273
+69,053
| +34% | +$10.4M | 0.07% | 199 |
|
|
2019
Q3 | $29.8M | Buy |
204,220
+79,703
| +64% | +$11.6M | 0.06% | 211 |
|
|
2019
Q2 | $18M | Buy |
124,517
+92,137
| +285% | +$13.3M | 0.03% | 238 |
|
|
2019
Q1 | $4.08M | Buy |
+32,380
| New | +$4.08M | 0.01% | 255 |
|