MSE
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MUFG Securities EMEA’s Morningstar MORN Stock Holding History

MUFG Securities EMEA’s Portfolio MORN Stock Details MORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-18,000
Closed -$5.4M – 560
2025
Q1 		$5.4M Sell
18,000
-6,999
-28% -$2.2M 0.14% 84
2024
Q4 		$8.42M Sell
24,999
-1
-0% -$341 0.16% 109
2024
Q3 		$7.98M Buy
+25,000
New +$7.77M 0.33% 98
2021
Q2 		– Sell
-15,100
Closed -$3.4M – 369
2021
Q1 		$3.4M Sell
15,100
-10,900
-42% -$2.55M 0.03% 252
2020
Q4 		$6.02M Buy
+26,000
New +$5.16M 0.05% 195
2020
Q3 		– Sell
-41,100
Closed -$5.79M – 436
2020
Q2 		$5.79M Buy
41,100
+37,300
+982% +$5.27M 0.05% 203
2020
Q1 		$442K Sell
3,800
-5,689
-60% -$824K ﹤0.01% 370
2019
Q4 		$1.44M Buy
+9,489
New +$1.46M 0.01% 401

Other funds holding MORN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return