Caxton Associates (New York)’s Morningstar MORN Stock Holding History

Caxton Associates (New York)’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
2023 Q2	–	Sell	-4,138	Closed	-$840K	–	599
2023 Q1	$840K	Buy	+4,138	New	+$910K	0.13%	178
2021 Q3	–	Sell	-1,971	Closed	-$507K	–	545
2021 Q2	$507K	Buy	1,971 +1,078	+121%	+$262K	0.07%	170
2021 Q1	$201K	Buy	+893	New	+$209K	0.02%	371

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

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

Kayne Anderson Rudnick Investment Management

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

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

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Massachusetts Financial Services

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