Eaton Vance Management’s Morningstar MORN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$16.7M Buy
78,754
+4,088
+5% +$868K 0.02% 485
2022
Q2
$18.1M Sell
74,666
-25,337
-25% -$6.13M 0.03% 476
2022
Q1
$27.3M Buy
100,003
+9,177
+10% +$2.51M 0.03% 433
2021
Q4
$31.1M Buy
90,826
+6,680
+8% +$2.28M 0.04% 389
2021
Q3
$21.8M Buy
84,146
+20,932
+33% +$5.42M 0.03% 410
2021
Q2
$16.3M Buy
63,214
+41,770
+195% +$10.7M 0.02% 495
2021
Q1
$4.83M Buy
21,444
+6,196
+41% +$1.39M 0.01% 748
2020
Q4
$3.53M Buy
+15,248
New +$3.53M 0.01% 794