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Claret Asset Management’s Morningstar MORN Stock Holding History

Claret Asset 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
2025
Q3 		– Sell
-744
Closed -$233K – 439
2025
Q2 		$233K Buy
744
+51
+7% +$15.1K 0.03% 318
2025
Q1 		$208K Hold
693
– – 0.03% 264
2024
Q4 		$233K Buy
693
+5
+0.7% +$1.71K 0.04% 214
2024
Q3 		$220K Buy
688
+4
+0.6% +$1.24K 0.04% 257
2024
Q2 		$202K Sell
684
-27
-4% -$7.99K 0.04% 209
2024
Q1 		$219K Sell
711
-56
-7% -$16.1K 0.04% 167
2023
Q4 		$220K Buy
+767
New +$200K 0.04% 148

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