Citadel Advisors’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 | $4M | Buy |
+23,650
| New | +$4.39M | ﹤0.01% | 4711 |
|
|
2025
Q4 | – | Sell |
-84,318
| Closed | -$18.3M | – | 13706 |
|
|
2025
Q3 | $19.6M | Buy |
84,318
+36,770
| +77% | +$9.8M | 0.02% | 2373 |
|
|
2025
Q2 | $14.9M | Sell |
47,548
-60,234
| -56% | -$17.8M | 0.01% | 2523 |
|
|
2025
Q1 | $32.3M | Buy |
107,782
+2,425
| +2% | +$764K | 0.03% | 1521 |
|
|
2024
Q4 | $35.5M | Sell |
105,357
-12,713
| -11% | -$4.34M | 0.03% | 1590 |
|
|
2024
Q3 | $37.7M | Buy |
118,070
+32,160
| +37% | +$9.99M | 0.04% | 1475 |
|
|
2024
Q2 | $25.4M | Buy |
85,910
+85,802
| +79,446% | +$25.4M | 0.03% | 1762 |
|
|
2024
Q1 | $33.3K | Buy |
+108
| New | +$31.1K | ﹤0.01% | 12593 |
|
|
2023
Q4 | – | Sell |
-6,433
| Closed | -$1.68M | – | 14933 |
|
|
2023
Q3 | $1.51M | Sell |
6,433
-31,072
| -83% | -$7.01M | ﹤0.01% | 5751 |
|
|
2023
Q2 | $7.35M | Buy |
37,505
+16,596
| +79% | +$3.29M | 0.01% | 3093 |
|
|
2023
Q1 | $4.25M | Buy |
20,909
+2,055
| +11% | +$452K | ﹤0.01% | 4075 |
|
|
2022
Q4 | $4.08M | Sell |
18,854
-13,791
| -42% | -$3.14M | ﹤0.01% | 4204 |
|
|
2022
Q3 | $6.93M | Buy |
32,645
+24,700
| +311% | +$5.87M | 0.01% | 3337 |
|
|
2022
Q2 | $1.92M | Buy |
7,945
+5,653
| +247% | +$1.42M | ﹤0.01% | 5626 |
|
|
2022
Q1 | $626K | Buy |
2,292
+106
| +5% | +$30K | ﹤0.01% | 8845 |
|
|
2021
Q4 | $748K | Sell |
2,186
-7,387
| -77% | -$2.29M | ﹤0.01% | 8661 |
|
|
2021
Q3 | $2.48M | Sell |
9,573
-1,494
| -13% | -$393K | ﹤0.01% | 5827 |
|
|
2021
Q2 | $2.85M | Sell |
11,067
-15,358
| -58% | -$3.73M | ﹤0.01% | 5729 |
|
|
2021
Q1 | $5.95M | Buy |
26,425
+16,706
| +172% | +$3.91M | 0.01% | 3887 |
|
|
2020
Q4 | $2.25M | Sell |
9,719
-53,823
| -85% | -$10.7M | ﹤0.01% | 5109 |
|
|
2020
Q3 | $10.2M | Buy |
63,542
+24,523
| +63% | +$3.87M | 0.01% | 2271 |
|
|
2020
Q2 | $5.5M | Buy |
39,019
+17,993
| +86% | +$2.54M | 0.01% | 2958 |
|
|
2020
Q1 | $2.44M | Sell |
21,026
-31,609
| -60% | -$4.58M | ﹤0.01% | 3824 |
|
|
2019
Q4 | $7.96M | Buy |
52,635
+24,714
| +89% | +$3.79M | 0.01% | 2476 |
|
|
2019
Q3 | $4.08M | Buy |
27,921
+8,307
| +42% | +$1.28M | 0.01% | 3388 |
|
|
2019
Q2 | $2.84M | Sell |
19,614
-9,995
| -34% | -$1.38M | ﹤0.01% | 3945 |
|
|
2019
Q1 | $3.73M | Buy |
29,609
+6,436
| +28% | +$774K | 0.01% | 3420 |
|
|
2018
Q4 | $2.54M | Buy |
23,173
+2,894
| +14% | +$339K | ﹤0.01% | 3783 |
|
|
2018
Q3 | $2.55M | Buy |
+20,279
| New | +$2.73M | ﹤0.01% | 3988 |
|
|
2018
Q2 | – | Sell |
-23,698
| Closed | -$2.71M | – | 9176 |
|
|
2018
Q1 | $2.26M | Sell |
23,698
-12,286
| -34% | -$1.18M | ﹤0.01% | 3533 |
|
|
2017
Q4 | $3.49M | Buy |
35,984
+2,290
| +7% | +$206K | ﹤0.01% | 2914 |
|
|
2017
Q3 | $2.86M | Sell |
33,694
-7,767
| -19% | -$633K | ﹤0.01% | 2981 |
|
|
2017
Q2 | $3.25M | Sell |
41,461
-11,362
| -22% | -$857K | 0.01% | 2579 |
|
|
2017
Q1 | $4.15M | Sell |
52,823
-8,452
| -14% | -$657K | 0.01% | 2235 |
|
|
2016
Q4 | $4.51M | Buy |
61,275
+12,903
| +27% | +$949K | 0.01% | 2110 |
|
|
2016
Q3 | $3.83M | Buy |
48,372
+1,524
| +3% | +$125K | 0.01% | 2251 |
|
|
2016
Q2 | $3.83M | Buy |
46,848
+22,276
| +91% | +$1.86M | 0.01% | 2064 |
|
|
2016
Q1 | $2.17M | Sell |
24,572
-15,584
| -39% | -$1.24M | 0.01% | 2558 |
|
|
2015
Q4 | $3.23M | Buy |
40,156
+15,039
| +60% | +$1.22M | 0.01% | 2239 |
|
|
2015
Q3 | $2.02M | Sell |
25,117
-4,602
| -15% | -$376K | ﹤0.01% | 2931 |
|
|
2015
Q2 | $2.36M | Sell |
29,719
-18,584
| -38% | -$1.42M | ﹤0.01% | 2871 |
|
|
2015
Q1 | $3.62M | Sell |
48,303
-11,632
| -19% | -$825K | 0.01% | 2382 |
|
|
2014
Q4 | $3.88M | Buy |
59,935
+1,072
| +2% | +$71K | 0.01% | 2222 |
|
|
2014
Q3 | $4M | Buy |
58,863
+17,402
| +42% | +$1.19M | 0.01% | 2195 |
|
|
2014
Q2 | $2.98M | Sell |
41,461
-29,872
| -42% | -$2.18M | 0.01% | 2347 |
|
|
2014
Q1 | $5.64M | Buy |
71,333
+5,209
| +8% | +$415K | 0.01% | 1673 |
|
|
2013
Q4 | $5.16M | Buy |
66,124
+18,205
| +38% | +$1.45M | 0.01% | 1656 |
|
|
2013
Q3 | $3.8M | Buy |
47,919
+34,580
| +259% | +$2.67M | 0.01% | 1805 |
|
|
2013
Q2 | $1.03M | Buy |
+13,339
| New | +$924K | ﹤0.01% | 3162 |
|
Other funds holding MORN
VPM
VCM
