Ensign Peak Advisors’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.95M | Buy |
9,395
+382
| +4% | +$120K | 0.01% | 781 |
|
|
2025
Q1 | $2.7M | Sell |
9,013
-3,959
| -31% | -$1.19M | 0.01% | 802 |
|
|
2024
Q4 | $4.37M | Sell |
12,972
-5,283
| -29% | -$1.78M | 0.01% | 681 |
|
|
2024
Q3 | $5.83M | Buy |
18,255
+580
| +3% | +$185K | 0.01% | 587 |
|
|
2024
Q2 | $5.23M | Buy |
17,675
+4,300
| +32% | +$1.27M | 0.01% | 609 |
|
|
2024
Q1 | $4.12M | Buy |
13,375
+1,920
| +17% | +$592K | 0.01% | 682 |
|
|
2023
Q4 | $3.28M | Buy |
11,455
+3,535
| +45% | +$1.01M | 0.01% | 731 |
|
|
2023
Q3 | $1.86M | Sell |
7,920
-1,595
| -17% | -$374K | ﹤0.01% | 863 |
|
|
2023
Q2 | $1.87M | Buy |
9,515
+2,685
| +39% | +$526K | ﹤0.01% | 904 |
|
|
2023
Q1 | $1.39M | Buy |
6,830
+350
| +5% | +$71.1K | ﹤0.01% | 994 |
|
|
2022
Q4 | $1.4M | Buy |
6,480
+2,050
| +46% | +$444K | ﹤0.01% | 949 |
|
|
2022
Q3 | $941K | Buy |
4,430
+680
| +18% | +$144K | ﹤0.01% | 1097 |
|
|
2022
Q2 | $907K | Buy |
3,750
+3,270
| +681% | +$791K | ﹤0.01% | 1162 |
|
|
2022
Q1 | $131K | Hold |
480
| – | – | ﹤0.01% | 1981 |
|
|
2021
Q4 | $164K | Buy |
+480
| New | +$164K | ﹤0.01% | 1968 |
|
|
2021
Q2 | – | Sell |
-1,165
| Closed | -$262K | – | 1845 |
|
|
2021
Q1 | $262K | Sell |
1,165
-5,558
| -83% | -$1.25M | ﹤0.01% | 1696 |
|
|
2020
Q4 | $1.56M | Buy |
6,723
+2,403
| +56% | +$557K | ﹤0.01% | 1200 |
|
|
2020
Q3 | $693K | Buy |
+4,320
| New | +$693K | ﹤0.01% | 1441 |
|
|
2020
Q1 | – | Sell |
-2,239
| Closed | -$339K | – | 1664 |
|
|
2019
Q4 | $339K | Buy |
+2,239
| New | +$339K | ﹤0.01% | 1575 |
|