Quantbot Technologies’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $62.2K | Sell |
368
-11,806
| -97% | -$2.19M | ﹤0.01% | 1389 |
|
|
2025
Q4 | $2.65M | Buy |
12,174
+6,545
| +116% | +$1.42M | 0.09% | 357 |
|
|
2025
Q3 | $1.31M | Buy |
5,629
+3,871
| +220% | +$1.03M | 0.04% | 685 |
|
|
2025
Q2 | $552K | Sell |
1,758
-23,715
| -93% | -$7.02M | 0.01% | 976 |
|
|
2025
Q1 | $7.64M | Buy |
25,473
+19,982
| +364% | +$6.29M | 0.24% | 91 |
|
|
2024
Q4 | $1.85M | Sell |
5,491
-8,278
| -60% | -$2.83M | 0.07% | 432 |
|
|
2024
Q3 | $4.39M | Buy |
13,769
+9,937
| +259% | +$3.09M | 0.17% | 159 |
|
|
2024
Q2 | $1.13M | Sell |
3,832
-3,082
| -45% | -$912K | 0.05% | 504 |
|
|
2024
Q1 | $2.13M | Buy |
6,914
+3,083
| +80% | +$888K | 0.12% | 256 |
|
|
2023
Q4 | $1.1M | Buy |
+3,831
| New | +$998K | 0.06% | 452 |
|
|
2023
Q1 | – | Sell |
-948
| Closed | -$205K | – | 1865 |
|
|
2022
Q4 | $205K | Sell |
948
-1,560
| -62% | -$356K | 0.01% | 890 |
|
|
2022
Q3 | $532K | Buy |
2,508
+2,365
| +1,654% | +$562K | 0.04% | 561 |
|
|
2022
Q2 | $34K | Sell |
143
-1,655
| -92% | -$417K | ﹤0.01% | 1378 |
|
|
2022
Q1 | $491K | Buy |
+1,798
| New | +$508K | 0.04% | 579 |
|
|
2021
Q4 | – | Sell |
-3,144
| Closed | -$814K | – | 1749 |
|
|
2021
Q3 | $814K | Sell |
3,144
-561
| -15% | -$147K | 0.06% | 451 |
|
|
2021
Q2 | $952K | Sell |
3,705
-875
| -19% | -$212K | 0.07% | 361 |
|
|
2021
Q1 | $1.03M | Buy |
+4,580
| New | +$1.07M | 0.1% | 289 |
|
|
2020
Q4 | – | Sell |
-1,408
| Closed | -$226K | – | 1531 |
|
|
2020
Q3 | $226K | Buy |
+1,408
| New | +$222K | 0.03% | 548 |
|
|
2018
Q4 | – | Sell |
-983
| Closed | -$123K | – | 1261 |
|
|
2018
Q3 | $123K | Buy |
+983
| New | +$132K | 0.01% | 831 |
|
|
2018
Q2 | – | Sell |
-700
| Closed | -$66K | – | 1387 |
|
|
2018
Q1 | $66K | Buy |
+700
| New | +$67.3K | 0.01% | 936 |
|
|
2017
Q3 | – | Sell |
-404
| Closed | -$31K | – | 1350 |
|
|
2017
Q2 | $31K | Buy |
+404
| New | +$30.5K | ﹤0.01% | 956 |
|
|
2017
Q1 | – | Sell |
-21
| Closed | -$1K | – | 1313 |
|
|
2016
Q4 | $1K | Buy |
+21
| New | +$1.54K | ﹤0.01% | 1017 |
|
|
2016
Q3 | – | Sell |
-523
| Closed | -$42K | – | 1223 |
|
|
2016
Q2 | $42K | Buy |
523
+134
| +34% | +$11.2K | ﹤0.01% | 848 |
|
|
2016
Q1 | $34K | Buy |
+389
| New | +$31K | 0.01% | 936 |
|
Other funds holding MORN
VPM
VCM
