Epoch Investment Partners’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1.39M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $8.28M | Buy |
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|
2018
Q4 | $6.61M | Buy |
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|
2018
Q3 | $7.26M | Sell |
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|
2018
Q2 | $32.1K | Sell |
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|
2018
Q1 | $33.4M | Buy |
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|
2017
Q4 | $32.3M | Sell |
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|
2017
Q3 | $30.7M | Sell |
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|
2017
Q2 | $28.7M | Buy |
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|
2017
Q1 | $28.5M | Sell |
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|
2016
Q4 | $26.9M | Sell |
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|
2016
Q3 | $31.6M | Sell |
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|
2016
Q2 | $33.6M | Sell |
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|
2016
Q1 | $36.7M | Buy |
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|
2015
Q4 | $22.4M | Sell |
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|
2015
Q3 | $35M | Sell |
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|
2015
Q2 | $39M | Buy |
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|
2015
Q1 | $35M | Buy |
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|
2014
Q4 | $26.5M | Sell |
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|
2014
Q3 | $27.9M | Buy |
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|
2014
Q2 | $26.3M | Buy |
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