Pictet Asset Management (UK)’s Morningstar MORN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
$393K Sell
1,530
-170
-10% -$43.7K ﹤0.01% 1306
2021
Q1
$383K Sell
1,700
-500
-23% -$113K ﹤0.01% 1304
2020
Q4
$509K Buy
2,200
+300
+16% +$69.4K ﹤0.01% 1147
2020
Q3
$305K Buy
+1,900
New +$305K ﹤0.01% 1216
2020
Q1
Sell
-30,156
Closed -$4.56M 1141
2019
Q4
$4.56M Buy
30,156
+1,808
+6% +$274K 0.01% 765
2019
Q3
$4.14M Hold
28,348
0.01% 723
2019
Q2
$4.1M Sell
28,348
-5,766
-17% -$834K 0.01% 733
2019
Q1
$4.3M Buy
34,114
+2,214
+7% +$279K 0.01% 712
2018
Q4
$3.5K Buy
31,900
+4,178
+15% +$459 0.01% 726
2018
Q3
$3.49M Buy
27,722
+6,923
+33% +$872K 0.01% 793
2018
Q2
$2.67M Buy
+20,799
New +$2.67M 0.01% 777