Nuveen’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 | $10.3M | Sell |
60,776
-10,311
| -15% | -$1.92M | ﹤0.01% | 1535 |
|
|
2025
Q4 | $15.4M | Sell |
71,087
-42,206
| -37% | -$9.14M | ﹤0.01% | 1295 |
|
|
2025
Q3 | $26.3M | Buy |
113,293
+4,449
| +4% | +$1.19M | 0.01% | 975 |
|
|
2025
Q2 | $34.2M | Sell |
108,844
-18,773
| -15% | -$5.56M | 0.01% | 777 |
|
|
2025
Q1 | $38.3M | Buy |
127,617
+37,588
| +42% | +$11.8M | 0.01% | 743 |
|
|
2024
Q4 | $30.3M | Buy |
90,029
+18,535
| +26% | +$6.33M | 0.01% | 910 |
|
|
2024
Q3 | $22.8M | Sell |
71,494
-430
| -0.6% | -$134K | 0.01% | 1093 |
|
|
2024
Q2 | $21.3M | Sell |
71,924
-15,952
| -18% | -$4.72M | 0.01% | 1090 |
|
|
2024
Q1 | $27.1M | Buy |
87,876
+1,209
| +1% | +$348K | 0.01% | 983 |
|
|
2023
Q4 | $24.8M | Sell |
86,667
-12,507
| -13% | -$3.26M | 0.01% | 1009 |
|
|
2023
Q3 | $23.2M | Buy |
99,174
+16,627
| +20% | +$3.75M | 0.01% | 957 |
|
|
2023
Q2 | $16.2M | Sell |
82,547
-1,528
| -2% | -$303K | 0.01% | 1209 |
|
|
2023
Q1 | $17.1M | Sell |
84,075
-1,198
| -1% | -$263K | 0.01% | 1151 |
|
|
2022
Q4 | $18.5M | Sell |
85,273
-5,732
| -6% | -$1.31M | 0.01% | 1094 |
|
|
2022
Q3 | $19.3M | Sell |
91,005
-1,225
| -1% | -$291K | 0.01% | 1034 |
|
|
2022
Q2 | $22.3M | Sell |
92,230
-7,874
| -8% | -$1.98M | 0.01% | 976 |
|
|
2022
Q1 | $28.1M | Sell |
100,104
-5,032
| -5% | -$1.42M | 0.01% | 970 |
|
|
2021
Q4 | $36M | Sell |
105,136
-9,837
| -9% | -$3.04M | 0.01% | 869 |
|
|
2021
Q3 | $29.8M | Sell |
114,973
-46,870
| -29% | -$12.3M | 0.01% | 998 |
|
|
2021
Q2 | $41.6M | Buy |
161,843
+17,861
| +12% | +$4.33M | 0.01% | 846 |
|
|
2021
Q1 | $32.4M | Buy |
143,982
+1,361
| +1% | +$319K | 0.01% | 988 |
|
|
2020
Q4 | $33M | Buy |
142,621
+4,007
| +3% | +$796K | 0.01% | 925 |
|
|
2020
Q3 | $22.3M | Sell |
138,614
-3,057
| -2% | -$483K | 0.01% | 993 |
|
|
2020
Q2 | $20M | Buy |
141,671
+34,116
| +32% | +$4.82M | 0.01% | 1051 |
|
|
2020
Q1 | $12.5M | Sell |
107,555
-7,239
| -6% | -$1.05M | 0.01% | 1162 |
|
|
2019
Q4 | $17.4M | Sell |
114,794
-11,238
| -9% | -$1.73M | 0.01% | 1255 |
|
|
2019
Q3 | $18.4M | Buy |
126,032
+13,856
| +12% | +$2.13M | 0.01% | 1186 |
|
|
2019
Q2 | $16.2M | Buy |
+112,176
| New | +$15.5M | 0.01% | 1287 |
|
Other funds holding MORN
VPM
VCM
