Echo Street Capital Management’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,862
| Closed | -$757K | – | 538 |
|
|
2023
Q2 | $757K | Buy |
3,862
+863
| +29% | +$169K | 0.01% | 188 |
|
|
2023
Q1 | $609K | Sell |
2,999
-378
| -11% | -$76.7K | 0.01% | 216 |
|
|
2022
Q4 | $731K | Buy |
+3,377
| New | +$731K | 0.01% | 207 |
|
|
2022
Q3 | – | Sell |
-51,295
| Closed | -$12.4M | – | 645 |
|
|
2022
Q2 | $12.4M | Sell |
51,295
-444,569
| -90% | -$108M | 0.11% | 90 |
|
|
2022
Q1 | $135M | Sell |
495,864
-31,497
| -6% | -$8.6M | 0.98% | 44 |
|
|
2021
Q4 | $180M | Sell |
527,361
-23,388
| -4% | -$8M | 1.21% | 24 |
|
|
2021
Q3 | $143M | Buy |
550,749
+104,492
| +23% | +$27.1M | 1% | 41 |
|
|
2021
Q2 | $115M | Buy |
446,257
+165,736
| +59% | +$42.6M | 0.88% | 50 |
|
|
2021
Q1 | $63.1M | Buy |
+280,521
| New | +$63.1M | 0.56% | 76 |
|