Marshall Wace’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $229K | Buy |
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|
2023
Q4 | – | Sell |
|
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|
2023
Q3 | $1.87M | Buy |
|
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|
2023
Q1 | – | Sell |
|
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|
2022
Q4 | $480K | Buy |
|
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|
2022
Q3 | $395K | Buy |
|
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $143K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $218K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $92K | Sell |
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|
2019
Q2 | $10.8M | Buy |
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|
2019
Q1 | $5.74M | Buy |
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|
2018
Q4 | $963K | Buy |
|