Premier Fund Managers’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62.9M | Buy |
200,807
+30,739
| +18% | +$9.63M | 2.29% | 14 |
|
|
2025
Q1 | $50.3M | Buy |
170,068
+20,068
| +13% | +$5.94M | 1.88% | 22 |
|
|
2024
Q4 | $50.7M | Buy |
+150,000
| New | +$50.7M | 1.81% | 25 |
|
|
2021
Q1 | – | Sell |
-27,050
| Closed | -$6.2M | – | 236 |
|
|
2020
Q4 | $6.2M | Sell |
27,050
-22,860
| -46% | -$5.24M | 0.27% | 98 |
|
|
2020
Q3 | $7.95M | Sell |
49,910
-18,980
| -28% | -$3.02M | 0.46% | 65 |
|
|
2020
Q2 | $9.71M | Buy |
+68,890
| New | +$9.71M | 0.6% | 58 |
|