Envestnet Asset Management
MOR

Envestnet Asset Management’s MorphoSys AG American Depositary Shares MOR Stock Holding History

Envestnet Asset Management’s Portfolio MOR Stock Details MOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-18,679
Closed -$339K – 4321
2024
Q1 		$339K Sell
18,679
-10,960
-37% -$162K ﹤0.01% 3661
2023
Q4 		$293K Buy
29,639
+15,218
+106% +$112K ﹤0.01% 3633
2023
Q3 		$96.9K Buy
+14,421
New +$111K ﹤0.01% 3880
2021
Q2 		– Sell
-30,533
Closed -$666K – 3711
2021
Q1 		$666K Buy
30,533
+4,492
+17% +$120K ﹤0.01% 2684
2020
Q4 		$738K Buy
26,041
+3,298
+15% +$90.4K ﹤0.01% 2455
2020
Q3 		$714K Buy
22,743
+762
+3% +$24.7K ﹤0.01% 2240
2020
Q2 		$696K Buy
21,981
+4,378
+25% +$128K ﹤0.01% 2191
2020
Q1 		$433K Sell
17,603
-223
-1% -$6.57K ﹤0.01% 2343
2019
Q4 		$636K Buy
17,826
+1,734
+11% +$51.8K ﹤0.01% 2306
2019
Q3 		$442K Sell
16,092
-1,615
-9% -$46.3K ﹤0.01% 2445
2019
Q2 		$427K Sell
17,707
-972
-5% -$24.1K ﹤0.01% 2479
2019
Q1 		$424K Sell
18,679
-3,915
-17% -$103K ﹤0.01% 2448
2018
Q4 		$572K Buy
+22,594
New +$593K ﹤0.01% 2066
2018
Q3 		– Sell
-308
Closed -$9K – 2732
2018
Q2 		$9K Buy
+308
New +$8.46K ﹤0.01% 2562

Other funds holding MOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
EGM
Engineers Gate Manager New York $8B AUM 17.32% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return
QCG
Quadrant Capital Group Cincinnati, Ohio $3.34B AUM 29.16% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Envestnet Asset Management's MOR Position: Q2 2024 in Review

Envestnet Asset Management sold out of MorphoSys AG American Depositary Shares (MOR) in Q2 2024, closing a stake of 18,679 shares — an estimated $339K sold.

Envestnet Asset Management first reported a position in MOR in Q2 2018 and held it in 14 quarters. The position peaked at $738K in Q4 2020. 26 funds tracked by Wall St. Rank hold MOR as of Q2 2024.

  • Envestnet Asset Management reported no remaining MorphoSys AG American Depositary Shares position as of Q2 2024 after selling out during the quarter.
  • Envestnet Asset Management sold 18,679 MorphoSys AG American Depositary Shares shares in Q2 2024, an estimated $339K.
  • Envestnet Asset Management first reported a position in MorphoSys AG American Depositary Shares in Q2 2018 and held it in 14 quarters.
  • Envestnet Asset Management's MorphoSys AG American Depositary Shares position peaked at $738K in Q4 2020.
  • 26 funds tracked by Wall St. Rank held MorphoSys AG American Depositary Shares as of Q2 2024.

Based on Envestnet Asset Management's 13F filing for Q2 2024, filed 8 Aug 2024.