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MORN icon

Paloma Partners’s Morningstar MORN Stock Holding History

Paloma Partners’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
2021
Q2 		– Sell
-3,159
Closed -$711K – 2088
2021
Q1 		$711K Buy
+3,159
New +$740K 0.02% 878
2020
Q4 		– Sell
-2,405
Closed -$386K – 2023
2020
Q3 		$386K Buy
+2,405
New +$380K 0.01% 1326
2018
Q4 		– Sell
-7,020
Closed -$884K – 1610
2018
Q3 		$884K Buy
+7,020
New +$946K 0.03% 798
2016
Q2 		– Sell
-2,394
Closed -$211K – 2265
2016
Q1 		$211K Buy
+2,394
New +$191K 0.01% 1671
2015
Q4 		– Sell
-3,174
Closed -$255K – 1853
2015
Q3 		$255K Buy
+3,174
New +$259K 0.01% 1364
2014
Q3 		– Sell
-2,834
Closed -$204K – 1209
2014
Q2 		$204K Sell
2,834
-14,014
-83% -$1.02M 0.01% 963
2014
Q1 		$1.33M Buy
16,848
+2,771
+20% +$221K 0.12% 207
2013
Q4 		$1.1M Buy
+14,077
New +$1.12M 0.06% 356
2013
Q3 		– Sell
-4,219
Closed -$327K – 1096
2013
Q2 		$327K Buy
+4,219
New +$292K 0.02% 619

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BAMCO Inc
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ACM
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BlackRock
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WA
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return