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BFM
Boothbay Fund Management’s
Morningstar
MORN
Stock Holding History
Boothbay Fund Management’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
2026
Q1
$435K
Buy
+2,571
New
+$478K
0.01%
1420
2025
Q1
–
Sell
-1,468
Closed
-$494K
–
1685
2024
Q4
$494K
Buy
1,468
+554
+61%
+$189K
0.01%
871
2024
Q3
$292K
Buy
+914
New
+$284K
0.01%
1265
2023
Q3
–
Sell
-1,068
Closed
-$209K
–
2003
2023
Q2
$209K
Buy
+1,068
New
+$211K
0.01%
1472
2022
Q2
–
Sell
-1,000
Closed
-$273K
–
2565
2022
Q1
$273K
Buy
+1,000
New
+$283K
0.01%
1670
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1-Year Est. Return
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29.55%
1-Year Est. Return
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$25.4B AUM
38.46%
1-Year Est. Return
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$18.8B AUM
17.33%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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