MUFG Securities EMEA’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-18,000
| Closed | -$5.4M | – | 481 |
|
2025
Q1 | $5.4M | Sell |
18,000
-6,999
| -28% | -$2.1M | 0.12% | 69 |
|
2024
Q4 | $8.42M | Sell |
24,999
-1
| -0% | -$337 | 0.14% | 94 |
|
2024
Q3 | $7.98M | Buy |
+25,000
| New | +$7.98M | 0.29% | 86 |
|
2021
Q2 | – | Sell |
-15,100
| Closed | -$3.4M | – | 347 |
|
2021
Q1 | $3.4M | Sell |
15,100
-10,900
| -42% | -$2.45M | 0.03% | 237 |
|
2020
Q4 | $6.02M | Buy |
+26,000
| New | +$6.02M | 0.05% | 188 |
|
2020
Q3 | – | Sell |
-41,100
| Closed | -$5.79M | – | 426 |
|
2020
Q2 | $5.79M | Buy |
41,100
+37,300
| +982% | +$5.26M | 0.05% | 197 |
|
2020
Q1 | $442K | Sell |
3,800
-5,689
| -60% | -$662K | ﹤0.01% | 362 |
|
2019
Q4 | $1.44M | Buy |
+9,489
| New | +$1.44M | 0.01% | 387 |
|