Neuberger Berman Group’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $600K | Buy |
3,550
+522
| +17% | +$97K | ﹤0.01% | 1599 |
|
|
2025
Q4 | $658K | Sell |
3,028
-6,347
| -68% | -$1.37M | ﹤0.01% | 1543 |
|
|
2025
Q3 | $2.18M | Sell |
9,375
-5,241
| -36% | -$1.4M | ﹤0.01% | 1144 |
|
|
2025
Q2 | $4.59M | Sell |
14,616
-421
| -3% | -$125K | ﹤0.01% | 986 |
|
|
2025
Q1 | $4.51M | Sell |
15,037
-42
| -0.3% | -$13.2K | ﹤0.01% | 954 |
|
|
2024
Q4 | $5.08M | Buy |
15,079
+263
| +2% | +$89.8K | ﹤0.01% | 961 |
|
|
2024
Q3 | $4.73M | Sell |
14,816
-396
| -3% | -$123K | ﹤0.01% | 952 |
|
|
2024
Q2 | $4.5M | Sell |
15,212
-276
| -2% | -$81.7K | ﹤0.01% | 932 |
|
|
2024
Q1 | $4.78M | Buy |
15,488
+2,734
| +21% | +$788K | ﹤0.01% | 934 |
|
|
2023
Q4 | $3.65M | Buy |
12,754
+168
| +1% | +$43.8K | ﹤0.01% | 980 |
|
|
2023
Q3 | $2.95M | Buy |
12,586
+314
| +3% | +$70.9K | ﹤0.01% | 1002 |
|
|
2023
Q2 | $2.41M | Buy |
12,272
+3,834
| +45% | +$759K | ﹤0.01% | 1042 |
|
|
2023
Q1 | $1.71M | Buy |
8,438
+217
| +3% | +$47.7K | ﹤0.01% | 1116 |
|
|
2022
Q4 | $1.78M | Sell |
8,221
-651
| -7% | -$148K | ﹤0.01% | 1097 |
|
|
2022
Q3 | $1.88M | Sell |
8,872
-659
| -7% | -$157K | ﹤0.01% | 1096 |
|
|
2022
Q2 | $2.3M | Sell |
9,531
-970
| -9% | -$244K | ﹤0.01% | 1078 |
|
|
2022
Q1 | $2.87M | Buy |
10,501
+63
| +0.6% | +$17.8K | ﹤0.01% | 1091 |
|
|
2021
Q4 | $3.56M | Buy |
10,438
+1,177
| +13% | +$364K | ﹤0.01% | 1062 |
|
|
2021
Q3 | $2.39M | Buy |
9,261
+1,517
| +20% | +$399K | ﹤0.01% | 1123 |
|
|
2021
Q2 | $1.98M | Buy |
7,744
+282
| +4% | +$68.4K | ﹤0.01% | 1184 |
|
|
2021
Q1 | $1.67M | Sell |
7,462
-1,320
| -15% | -$309K | ﹤0.01% | 1195 |
|
|
2020
Q4 | $2.02M | Sell |
8,782
-947
| -10% | -$188K | ﹤0.01% | 1105 |
|
|
2020
Q3 | $1.56M | Buy |
9,729
+62
| +0.6% | +$9.79K | ﹤0.01% | 1104 |
|
|
2020
Q2 | $1.36M | Buy |
9,667
+460
| +5% | +$64.9K | ﹤0.01% | 1082 |
|
|
2020
Q1 | $1.07M | Sell |
9,207
-220
| -2% | -$31.9K | ﹤0.01% | 1083 |
|
|
2019
Q4 | $1.43M | Buy |
9,427
+113
| +1% | +$17.3K | ﹤0.01% | 1089 |
|
|
2019
Q3 | $1.36M | Sell |
9,314
-348
| -4% | -$53.6K | ﹤0.01% | 1087 |
|
|
2019
Q2 | $1.4M | Sell |
9,662
-576
| -6% | -$79.5K | ﹤0.01% | 1101 |
|
|
2019
Q1 | $1.29M | Sell |
10,238
-1,230
| -11% | -$148K | ﹤0.01% | 1063 |
|
|
2018
Q4 | $1.26M | Sell |
11,468
-149
| -1% | -$17.5K | ﹤0.01% | 1073 |
|
|
2018
Q3 | $1.46M | Sell |
11,617
-233
| -2% | -$31.4K | ﹤0.01% | 1104 |
|
|
2018
Q2 | $1.52M | Sell |
11,850
-279
| -2% | -$31.9K | ﹤0.01% | 1115 |
|
|
2018
Q1 | $1.16M | Sell |
12,129
-799
| -6% | -$76.8K | ﹤0.01% | 1151 |
|
|
2017
Q4 | $1.25M | Sell |
12,928
-434
| -3% | -$39.1K | ﹤0.01% | 1128 |
|
|
2017
Q3 | $1.14M | Buy |
13,362
+3,225
| +32% | +$263K | ﹤0.01% | 1126 |
|
|
2017
Q2 | $794K | Buy |
10,137
+206
| +2% | +$15.5K | ﹤0.01% | 1205 |
|
|
2017
Q1 | $781K | Buy |
9,931
+1,611
| +19% | +$125K | ﹤0.01% | 1205 |
|
|
2016
Q4 | $612K | Buy |
8,320
+1,223
| +17% | +$89.9K | ﹤0.01% | 1249 |
|
|
2016
Q3 | $563K | Buy |
7,097
+1,130
| +19% | +$92.9K | ﹤0.01% | 1242 |
|
|
2016
Q2 | $488K | Sell |
5,967
-552
| -8% | -$46.1K | ﹤0.01% | 1252 |
|
|
2016
Q1 | $575K | Buy |
6,519
+1,098
| +20% | +$87.5K | ﹤0.01% | 1226 |
|
|
2015
Q4 | $436K | Buy |
5,421
+2,822
| +109% | +$229K | ﹤0.01% | 1304 |
|
|
2015
Q3 | $209K | Buy |
+2,599
| New | +$212K | ﹤0.01% | 1449 |
|
Other funds holding MORN
VPM
VCM
