D.E. Shaw & Co

D.E. Shaw & Co’s Morningstar MORN Stock Holding History

D.E. Shaw & Co’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	$440K	Buy	+2,600	New	+$483K	﹤0.01%	3914
2022 Q2	–	Sell	-17,300	Closed	-$4.73M	–	5598
2022 Q1	$4.73M	Hold	17,300	–	–	﹤0.01%	2379
2021 Q4	$5.92M	Buy	+17,300	New	+$5.36M	﹤0.01%	2203
2021 Q2	–	Sell	-10,000	Closed	-$2.25M	–	4911
2021 Q1	$2.25M	Buy	+10,000	New	+$2.34M	﹤0.01%	2486
2019 Q1	–	Sell	-5,300	Closed	-$582K	–	3795
2018 Q4	$582K	Sell	5,300 -16,200	-75%	-$1.9M	﹤0.01%	3010
2018 Q3	$2.71M	Buy	21,500 +6,300	+41%	+$849K	﹤0.01%	1983
2018 Q2	$1.95M	Buy	+15,200	New	+$1.74M	﹤0.01%	2245
2013 Q4	–	Sell	-22,500	Closed	-$1.78M	–	4597
2013 Q3	$1.78M	Buy	+22,500	New	+$1.74M	﹤0.01%	2526

Other funds holding MORN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Two Sigma Investments

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Los Angeles Capital Management

Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return