PGF
MORN icon

Pelham Global Financials’s Morningstar MORN Stock Holding History

Pelham Global Financials’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
Q3 		– Sell
-73,374
Closed -$17.7M – 4
2022
Q2 		$17.7M Sell
73,374
-3,200
-4% -$806K 22.5% 2
2022
Q1 		$20.9M Sell
76,574
-19,552
-20% -$5.53M 17.28% 2
2021
Q4 		$32.9M Sell
96,126
-31,200
-25% -$9.66M 14.56% 1
2021
Q3 		$33M Hold
127,326
– – 10.65% 4
2021
Q2 		$32.7M Hold
127,326
– – 10.55% 3
2021
Q1 		$28.7M Sell
127,326
-11,854
-9% -$2.78M 11.49% 3
2020
Q4 		$32.2M Sell
139,180
-12,183
-8% -$2.42M 13.24% 2
2020
Q3 		$24.3M Buy
151,363
+28,500
+23% +$4.5M 11.26% 4
2020
Q2 		$17.3M Buy
122,863
+58,780
+92% +$8.3M 10.37% 6
2020
Q1 		$7.45M Sell
64,083
-24,485
-28% -$3.55M 11.14% 5
2019
Q4 		$13.4M Buy
+88,568
New +$13.6M 11.46% 5

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
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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return