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MORN icon

Navellier & Associates’s Morningstar MORN Stock Holding History

Navellier & Associates’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
2022
Q4 		– Sell
-1,983
Closed -$421K – 273
2022
Q3 		$421K Sell
1,983
-18
-0.9% -$4.28K 0.09% 182
2022
Q2 		$484K Hold
2,001
– – 0.1% 183
2022
Q1 		$547K Sell
2,001
-420
-17% -$119K 0.09% 180
2021
Q4 		$828K Sell
2,421
-14
-0.6% -$4.33K 0.12% 153
2021
Q3 		$631K Sell
2,435
-51
-2% -$13.4K 0.1% 170
2021
Q2 		$639K Buy
2,486
+1,092
+78% +$265K 0.1% 176
2021
Q1 		$314K Hold
1,394
– – 0.06% 227
2020
Q4 		$323K Sell
1,394
-142
-9% -$28.2K 0.06% 212
2020
Q3 		$247K Buy
1,536
+18
+1% +$2.84K 0.05% 206
2020
Q2 		$214K Buy
+1,518
New +$214K 0.05% 213
2020
Q1 		– Sell
-1,776
Closed -$269K – 274
2019
Q4 		$269K Sell
1,776
-195
-10% -$29.9K 0.04% 246
2019
Q3 		$288K Sell
1,971
-153
-7% -$23.6K 0.05% 226
2019
Q2 		$307K Sell
2,124
-68
-3% -$9.39K 0.05% 211
2019
Q1 		$276K Sell
2,192
-81
-4% -$9.74K 0.04% 198
2018
Q4 		$250K Sell
2,273
-141
-6% -$16.5K 0.04% 192
2018
Q3 		$304K Sell
2,414
-85
-3% -$11.5K 0.04% 235
2018
Q2 		$320K Sell
2,499
-38
-1% -$4.35K 0.04% 237
2018
Q1 		$242K Sell
2,537
-69
-3% -$6.63K 0.04% 253
2017
Q4 		$253K Buy
+2,606
New +$235K 0.05% 243

Other funds holding MORN

Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return