Curi RMB Capital’s MorphoSys AG American Depositary Shares MOR Stock Holding History

Curi RMB Capital’s Portfolio MOR Stock Details MOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-20,211	Closed	-$573K	–	573
2020 Q4	$573K	Sell	20,211 -12,928	-39%	-$354K	0.02%	409
2020 Q3	$1.04M	Sell	33,139 -4,158	-11%	-$135K	0.05%	292
2020 Q2	$1.18M	Sell	37,297 -14,626	-28%	-$426K	0.05%	280
2020 Q1	$1.28M	Sell	51,923 -8,668	-14%	-$255K	0.06%	254
2019 Q4	$2.16M	Buy	60,591 +5,154	+9%	+$154K	0.06%	267
2019 Q3	$1.52M	Buy	55,437 +16,625	+43%	+$477K	0.04%	337
2019 Q2	$937K	Buy	+38,812	New	+$962K	0.02%	431

Other funds holding MOR

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

Candriam SCA Strassen, Luxembourg, Luxembourg $19.3B AUM 39.18% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HJIM

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

TCM

Tekla Capital Management Boston, Massachusetts $2.56B AUM 18.15% 1-Year Est. Return

VIA

Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Curi RMB Capital's MOR Position: Q1 2021 in Review

Curi RMB Capital sold out of MorphoSys AG American Depositary Shares (MOR) in Q1 2021, closing a stake of 20,211 shares — an estimated $573K sold.

Curi RMB Capital first reported a position in MOR in Q2 2019 and held it in 7 quarters. The position peaked at $2.16M in Q4 2019. 28 funds tracked by Wall St. Rank hold MOR as of Q1 2021.

Curi RMB Capital reported no remaining MorphoSys AG American Depositary Shares position as of Q1 2021 after selling out during the quarter.
Curi RMB Capital sold 20,211 MorphoSys AG American Depositary Shares shares in Q1 2021, an estimated $573K.
Curi RMB Capital first reported a position in MorphoSys AG American Depositary Shares in Q2 2019 and held it in 7 quarters.
Curi RMB Capital's MorphoSys AG American Depositary Shares position peaked at $2.16M in Q4 2019.
28 funds tracked by Wall St. Rank held MorphoSys AG American Depositary Shares as of Q1 2021.

Based on Curi RMB Capital's 13F filing for Q1 2021, filed 12 May 2021.