Bessemer Group’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $405K | Sell |
2,394
-4,027
| -63% | -$748K | ﹤0.01% | 1191 |
|
|
2025
Q4 | $1.4M | Buy |
6,421
+2,599
| +68% | +$563K | ﹤0.01% | 888 |
|
|
2025
Q3 | $887K | Buy |
3,822
+317
| +9% | +$84.5K | ﹤0.01% | 688 |
|
|
2025
Q2 | $1.1M | Buy |
3,505
+22
| +0.6% | +$6.51K | ﹤0.01% | 612 |
|
|
2025
Q1 | $1.04M | Sell |
3,483
-169
| -5% | -$53.2K | ﹤0.01% | 681 |
|
|
2024
Q4 | $1.23M | Sell |
3,652
-22
| -0.6% | -$7.51K | ﹤0.01% | 731 |
|
|
2024
Q3 | $1.17M | Sell |
3,674
-1,091
| -23% | -$339K | ﹤0.01% | 753 |
|
|
2024
Q2 | $1.41M | Sell |
4,765
-162
| -3% | -$48K | ﹤0.01% | 591 |
|
|
2024
Q1 | $1.52M | Sell |
4,927
-528
| -10% | -$152K | ﹤0.01% | 587 |
|
|
2023
Q4 | $1.56M | Sell |
5,455
-2,453
| -31% | -$639K | ﹤0.01% | 546 |
|
|
2023
Q3 | $1.85M | Sell |
7,908
-654
| -8% | -$148K | ﹤0.01% | 485 |
|
|
2023
Q2 | $1.68M | Buy |
8,562
+479
| +6% | +$94.8K | ﹤0.01% | 517 |
|
|
2023
Q1 | $1.64M | Sell |
8,083
-362
| -4% | -$79.6K | ﹤0.01% | 488 |
|
|
2022
Q4 | $1.83M | Hold |
8,445
| – | – | ﹤0.01% | 462 |
|
|
2022
Q3 | $1.79M | Hold |
8,445
| – | – | ﹤0.01% | 470 |
|
|
2022
Q2 | $2.04M | Buy |
8,445
+545
| +7% | +$137K | 0.01% | 432 |
|
|
2022
Q1 | $2.16M | Buy |
7,900
+41
| +0.5% | +$11.6K | ﹤0.01% | 341 |
|
|
2021
Q4 | $2.69M | Buy |
7,859
+216
| +3% | +$66.9K | 0.01% | 306 |
|
|
2021
Q3 | $1.98M | Buy |
7,643
+1,187
| +18% | +$312K | ﹤0.01% | 313 |
|
|
2021
Q2 | $1.66M | Sell |
6,456
-2,940
| -31% | -$713K | ﹤0.01% | 342 |
|
|
2021
Q1 | $2.11M | Sell |
9,396
-4,239
| -31% | -$993K | 0.01% | 308 |
|
|
2020
Q4 | $3.16M | Buy |
13,635
+6,398
| +88% | +$1.27M | 0.01% | 267 |
|
|
2020
Q3 | $1.16M | Buy |
7,237
+184
| +3% | +$29.1K | ﹤0.01% | 386 |
|
|
2020
Q2 | $995K | Sell |
7,053
-430
| -6% | -$60.7K | ﹤0.01% | 786 |
|
|
2020
Q1 | $870K | Buy |
7,483
+1,727
| +30% | +$250K | ﹤0.01% | 638 |
|
|
2019
Q4 | $871K | Buy |
5,756
+591
| +11% | +$90.7K | ﹤0.01% | 765 |
|
|
2019
Q3 | $755K | Buy |
5,165
+1,224
| +31% | +$188K | ﹤0.01% | 770 |
|
|
2019
Q2 | $570K | Buy |
3,941
+2,866
| +267% | +$396K | ﹤0.01% | 842 |
|
|
2019
Q1 | $135K | Sell |
1,075
-363
| -25% | -$43.6K | ﹤0.01% | 1080 |
|
|
2018
Q4 | $158K | Sell |
1,438
-110
| -7% | -$12.9K | ﹤0.01% | 1036 |
|
|
2018
Q3 | $195K | Buy |
1,548
+1,066
| +221% | +$144K | ﹤0.01% | 989 |
|
|
2018
Q2 | $62K | Buy |
482
+55
| +13% | +$6.29K | ﹤0.01% | 1209 |
|
|
2018
Q1 | $40K | Buy |
427
+183
| +75% | +$17.6K | ﹤0.01% | 1273 |
|
|
2017
Q4 | $24K | Hold |
244
| – | – | ﹤0.01% | 1395 |
|
|
2017
Q3 | $21K | Buy |
+244
| New | +$19.9K | ﹤0.01% | 1483 |
|
|
2017
Q1 | – | Sell |
-175,852
| Closed | -$12.9M | – | 1855 |
|
|
2016
Q4 | $12.9M | Hold |
175,852
| – | – | 0.06% | 197 |
|
|
2016
Q3 | $13.9M | Buy |
+175,852
| New | +$14.5M | 0.07% | 191 |
|
|
2016
Q2 | – | Sell |
-82
| Closed | -$6.85K | – | 1401 |
|
|
2016
Q1 | $7K | Buy |
+82
| New | +$6.54K | ﹤0.01% | 1194 |
|
|
2014
Q1 | – | Sell |
-30
| Closed | -$2K | – | 1347 |
|
|
2013
Q4 | $2K | Buy |
+30
| New | +$2.39K | ﹤0.01% | 1279 |
|
Other funds holding MORN
VPM
VCM
