M&G Investment Management’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $45.8M | Buy |
160,109
+11,754
| +8% | +$3.36M | 0.16% | 79 |
|
|
2023
Q3 | $34.7M | Buy |
148,355
+5,139
| +4% | +$1.2M | 0.16% | 88 |
|
|
2023
Q2 | $28.1M | Buy |
143,216
+1,472
| +1% | +$289K | 0.11% | 108 |
|
|
2023
Q1 | $28.8M | Buy |
141,744
+16,014
| +13% | +$3.25M | 0.14% | 109 |
|
|
2022
Q4 | $27.3M | Buy |
125,730
+25,938
| +26% | +$5.63M | 0.14% | 114 |
|
|
2022
Q3 | $21.2K | Buy |
99,792
+876
| +0.9% | +$186 | 0.12% | 121 |
|
|
2022
Q2 | $23.9K | Buy |
98,916
+8,409
| +9% | +$2.04K | 0.14% | 127 |
|
|
2022
Q1 | $24.7K | Buy |
+90,507
| New | +$24.7K | 0.05% | 137 |
|