Holocene Advisors’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 | $9.17M | Buy |
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|
2025
Q1 | $6.38M | Buy |
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|
2024
Q4 | $4.45M | Buy |
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|
2024
Q3 | $1.61M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $850K | Sell |
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|
2023
Q3 | $3.45M | Buy |
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|
2023
Q2 | $1.12M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $245K | Sell |
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|
2020
Q3 | $1.01M | Buy |
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|
2020
Q2 | $749K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $251K | Buy |
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|
2017
Q4 | $226K | Buy |
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