Gotham Asset Management’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.95M | Buy |
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|
2025
Q1 | $1.23M | Buy |
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|
2024
Q4 | $874K | Sell |
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|
2024
Q3 | $2.1M | Buy |
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|
2024
Q2 | $1.29M | Sell |
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|
2024
Q1 | $1.93M | Buy |
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|
2023
Q4 | $833K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $252K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $281K | Sell |
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|
2021
Q1 | $371K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $202K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $4.1M | Buy |
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|
2014
Q3 | $2.49M | Sell |
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|
2014
Q2 | $2.76M | Buy |
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|
2014
Q1 | $1.31M | Sell |
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|
2013
Q4 | $2.3M | Buy |
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|
2013
Q3 | $264K | Buy |
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|
2013
Q2 | $229K | Buy |
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