Principal Financial Group
MORF

Principal Financial Group’s Morphic Holding, Inc. Common Stock MORF Stock Holding History

Principal Financial Group’s Portfolio MORF Stock Details MORF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-9,822
Closed -$346K – 2495
2024
Q1 		$346K Buy
9,822
+349
+4% +$11.7K ﹤0.01% 2067
2023
Q4 		$274K Buy
9,473
+261
+3% +$6.22K ﹤0.01% 2089
2023
Q3 		$211K Buy
9,212
+424
+5% +$22.3K ﹤0.01% 2151
2023
Q2 		$504K Buy
8,788
+52
+0.6% +$2.71K ﹤0.01% 1953
2023
Q1 		$329K Sell
8,736
-242
-3% -$8.92K ﹤0.01% 2065
2022
Q4 		$240K Buy
8,978
+1,067
+13% +$29.2K ﹤0.01% 2153
2022
Q3 		$223K Buy
+7,911
New +$221K ﹤0.01% 2178
2022
Q1 		– Sell
-4,357
Closed -$206K – 2608
2021
Q4 		$206K Sell
4,357
-7,155
-62% -$384K ﹤0.01% 2357
2021
Q3 		$652K Buy
11,512
+3,194
+38% +$193K ﹤0.01% 2101
2021
Q2 		$477K Buy
+8,318
New +$458K ﹤0.01% 2227

Other funds holding MORF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EC
EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AG
Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Principal Financial Group's MORF Position: Q2 2024 in Review

Principal Financial Group sold out of Morphic Holding, Inc. Common Stock (MORF) in Q2 2024, closing a stake of 9,822 shares — an estimated $346K sold.

Principal Financial Group first reported a position in MORF in Q2 2021 and held it in 10 quarters. The position peaked at $652K in Q3 2021. 136 funds tracked by Wall St. Rank hold MORF as of Q2 2024.

  • Principal Financial Group reported no remaining Morphic Holding, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Principal Financial Group sold 9,822 Morphic Holding, Inc. Common Stock shares in Q2 2024, an estimated $346K.
  • Principal Financial Group first reported a position in Morphic Holding, Inc. Common Stock in Q2 2021 and held it in 10 quarters.
  • Principal Financial Group's Morphic Holding, Inc. Common Stock position peaked at $652K in Q3 2021.
  • 136 funds tracked by Wall St. Rank held Morphic Holding, Inc. Common Stock as of Q2 2024.

Based on Principal Financial Group's 13F filing for Q2 2024, filed 29 Jul 2024.