Gotham Asset Management’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 |
9,390
+5,286
| +129% | +$1.66M | 0.02% | 807 |
|
|
2025
Q1 | $1.23M | Buy |
4,104
+1,509
| +58% | +$453K | 0.01% | 938 |
|
|
2024
Q4 | $874K | Sell |
2,595
-3,997
| -61% | -$1.35M | 0.01% | 955 |
|
|
2024
Q3 | $2.1M | Buy |
6,592
+2,233
| +51% | +$713K | 0.02% | 712 |
|
|
2024
Q2 | $1.29M | Sell |
4,359
-1,913
| -31% | -$566K | 0.02% | 814 |
|
|
2024
Q1 | $1.93M | Buy |
6,272
+3,361
| +115% | +$1.04M | 0.03% | 660 |
|
|
2023
Q4 | $833K | Buy |
+2,911
| New | +$833K | 0.02% | 843 |
|
|
2022
Q2 | – | Sell |
-924
| Closed | -$252K | – | 1202 |
|
|
2022
Q1 | $252K | Buy |
+924
| New | +$252K | 0.01% | 1002 |
|
|
2021
Q3 | – | Sell |
-1,093
| Closed | -$281K | – | 1084 |
|
|
2021
Q2 | $281K | Sell |
1,093
-554
| -34% | -$142K | 0.01% | 864 |
|
|
2021
Q1 | $371K | Buy |
+1,647
| New | +$371K | 0.02% | 765 |
|
|
2015
Q4 | – | Sell |
-2,518
| Closed | -$202K | – | 944 |
|
|
2015
Q3 | $202K | Buy |
+2,518
| New | +$202K | ﹤0.01% | 859 |
|
|
2015
Q1 | – | Sell |
-63,337
| Closed | -$4.1M | – | 979 |
|
|
2014
Q4 | $4.1M | Buy |
63,337
+26,723
| +73% | +$1.73M | 0.03% | 445 |
|
|
2014
Q3 | $2.49M | Sell |
36,614
-1,870
| -5% | -$127K | 0.02% | 510 |
|
|
2014
Q2 | $2.76M | Buy |
38,484
+21,888
| +132% | +$1.57M | 0.03% | 476 |
|
|
2014
Q1 | $1.31M | Sell |
16,596
-12,898
| -44% | -$1.02M | 0.02% | 602 |
|
|
2013
Q4 | $2.3M | Buy |
29,494
+26,167
| +787% | +$2.04M | 0.05% | 453 |
|
|
2013
Q3 | $264K | Buy |
3,327
+376
| +13% | +$29.8K | 0.01% | 814 |
|
|
2013
Q2 | $229K | Buy |
+2,951
| New | +$229K | 0.01% | 809 |
|