Mawer Investment Management’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $2.5M | Buy |
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|
2023
Q3 | $1.88M | Buy |
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|
2023
Q2 | $1.42M | Buy |
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|
2023
Q1 | $1.35M | Buy |
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|
2022
Q4 | $1.23M | Buy |
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|
2022
Q3 | $986K | Buy |
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|
2022
Q2 | $797K | Sell |
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|
2022
Q1 | $1.14M | Sell |
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|
2021
Q4 | $20.1M | Sell |
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|
2021
Q3 | $17.8M | Sell |
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|
2021
Q2 | $28.8M | Sell |
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|
2021
Q1 | $35.9M | Sell |
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|
2020
Q4 | $84.4M | Sell |
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|
2020
Q3 | $92.3M | Sell |
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|
2020
Q2 | $81.5M | Buy |
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|
2020
Q1 | $59.3M | Sell |
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|
2019
Q4 | $77.5M | Sell |
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|
2019
Q3 | $75.1M | Buy |
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|
2019
Q2 | $69.9M | Buy |
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|
2019
Q1 | $48.8M | Buy |
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|
2018
Q4 | $31.7M | Buy |
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