Loomis, Sayles & Company’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.28M | Buy |
48,981
+41,350
| +542% | +$7.68M | 0.01% | 376 |
|
|
2025
Q4 | $1.66M | Hold |
7,631
| – | – | ﹤0.01% | 462 |
|
|
2025
Q3 | $1.77M | Hold |
7,631
| – | – | ﹤0.01% | 462 |
|
|
2025
Q2 | $2.4M | Buy |
7,631
+5,149
| +207% | +$1.52M | ﹤0.01% | 454 |
|
|
2025
Q1 | $744K | Sell |
2,482
-1
| -0% | -$315 | ﹤0.01% | 482 |
|
|
2024
Q4 | $836K | Buy |
+2,483
| New | +$848K | ﹤0.01% | 471 |
|
|
2023
Q2 | – | Sell |
-146,183
| Closed | -$29.7M | – | 1039 |
|
|
2023
Q1 | $29.7M | Sell |
146,183
-590
| -0.4% | -$130K | 0.05% | 179 |
|
|
2022
Q4 | $31.8M | Buy |
146,773
+1,081
| +0.7% | +$246K | 0.06% | 162 |
|
|
2022
Q3 | $30.9M | Sell |
145,692
-1,409
| -1% | -$335K | 0.06% | 154 |
|
|
2022
Q2 | $35.6M | Sell |
147,101
-1,097
| -0.7% | -$276K | 0.07% | 147 |
|
|
2022
Q1 | $40.5M | Buy |
148,198
+4,704
| +3% | +$1.33M | 0.05% | 167 |
|
|
2021
Q4 | $49.1M | Sell |
143,494
-1,465
| -1% | -$453K | 0.06% | 152 |
|
|
2021
Q3 | $37.5M | Buy |
144,959
+4,039
| +3% | +$1.06M | 0.05% | 213 |
|
|
2021
Q2 | $36.2M | Buy |
140,920
+5,524
| +4% | +$1.34M | 0.04% | 223 |
|
|
2021
Q1 | $30.5M | Buy |
135,396
+168
| +0.1% | +$39.4K | 0.04% | 228 |
|
|
2020
Q4 | $31.3M | Buy |
135,228
+16,035
| +13% | +$3.19M | 0.04% | 195 |
|
|
2020
Q3 | $19.1M | Sell |
119,193
-1,330
| -1% | -$210K | 0.03% | 241 |
|
|
2020
Q2 | $17M | Buy |
120,523
+9,337
| +8% | +$1.32M | 0.03% | 247 |
|
|
2020
Q1 | $12.9M | Sell |
111,186
-1,225
| -1% | -$178K | 0.03% | 247 |
|
|
2019
Q4 | $17M | Sell |
112,411
-8,580
| -7% | -$1.32M | 0.03% | 249 |
|
|
2019
Q3 | $17.7M | Buy |
120,991
+24,479
| +25% | +$3.77M | 0.03% | 230 |
|
|
2019
Q2 | $14M | Buy |
96,512
+30,441
| +46% | +$4.2M | 0.03% | 272 |
|
|
2019
Q1 | $8.32M | Buy |
66,071
+12,058
| +22% | +$1.45M | 0.02% | 376 |
|
|
2018
Q4 | $5.93M | Buy |
54,013
+9,864
| +22% | +$1.16M | 0.01% | 397 |
|
|
2018
Q3 | $5.56M | Buy |
44,149
+563
| +1% | +$75.9K | 0.01% | 464 |
|
|
2018
Q2 | $5.59M | Buy |
+43,586
| New | +$4.98M | 0.01% | 516 |
|
Other funds holding MORN
VPM
VCM
