Engineers Gate Manager’s Morningstar MORN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.51M | Buy |
27,114
+8,056
| +42% | +$2.53M | 0.11% | 253 |
|
|
2025
Q1 | $5.71M | Buy |
19,058
+16,949
| +804% | +$5.08M | 0.1% | 299 |
|
|
2024
Q4 | $710K | Sell |
2,109
-672
| -24% | -$226K | 0.01% | 1215 |
|
|
2024
Q3 | $887K | Buy |
2,781
+1,181
| +74% | +$377K | 0.02% | 1076 |
|
|
2024
Q2 | $473K | Buy |
1,600
+54
| +3% | +$16K | 0.01% | 1249 |
|
|
2024
Q1 | $477K | Sell |
1,546
-562
| -27% | -$173K | 0.01% | 1214 |
|
|
2023
Q4 | $603K | Buy |
+2,108
| New | +$603K | 0.02% | 1076 |
|
|
2023
Q3 | – | Sell |
-4,169
| Closed | -$817K | – | 1975 |
|
|
2023
Q2 | $817K | Buy |
4,169
+2,800
| +205% | +$549K | 0.03% | 797 |
|
|
2023
Q1 | $278K | Buy |
1,369
+43
| +3% | +$8.73K | 0.01% | 1287 |
|
|
2022
Q4 | $287K | Buy |
+1,326
| New | +$287K | 0.02% | 1204 |
|
|
2021
Q2 | – | Sell |
-2,751
| Closed | -$619K | – | 1864 |
|
|
2021
Q1 | $619K | Buy |
+2,751
| New | +$619K | 0.03% | 857 |
|
|
2019
Q4 | – | Sell |
-1,570
| Closed | -$229K | – | 1761 |
|
|
2019
Q3 | $229K | Buy |
+1,570
| New | +$229K | 0.01% | 1137 |
|