Pelham Global Financials’s Morningstar MORN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
2022
Q2
$17.7M Sell
2022
Q1
$20.9M Sell
2021
Q4
$32.9M Sell
2021
Q3
$33M Hold
2021
Q2
$32.7M Hold
2021
Q1
$28.7M Sell
2020
Q4
$32.2M Sell
2020
Q3
$24.3M Buy
2020
Q2
$17.3M Buy
2020
Q1
$7.45M Sell
2019
Q4
$13.4M Buy