Quantinno Capital Management’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.78M | Buy |
31,146
+10,123
| +48% | +$3.18M | 0.04% | 537 |
|
|
2025
Q1 | $6.3M | Buy |
21,023
+14,099
| +204% | +$4.23M | 0.04% | 556 |
|
|
2024
Q4 | $2.33M | Buy |
6,924
+1,390
| +25% | +$468K | 0.02% | 793 |
|
|
2024
Q3 | $1.77M | Buy |
5,534
+1,747
| +46% | +$558K | 0.02% | 772 |
|
|
2024
Q2 | $1.12M | Buy |
3,787
+1,863
| +97% | +$551K | 0.02% | 772 |
|
|
2024
Q1 | $593K | Buy |
1,924
+112
| +6% | +$34.5K | 0.01% | 905 |
|
|
2023
Q4 | $519K | Sell |
1,812
-877
| -33% | -$251K | 0.02% | 812 |
|
|
2023
Q3 | $630K | Buy |
2,689
+953
| +55% | +$223K | 0.03% | 654 |
|
|
2023
Q2 | $340K | Sell |
1,736
-4,022
| -70% | -$788K | 0.02% | 734 |
|
|
2023
Q1 | $1.17M | Sell |
5,758
-4,943
| -46% | -$1M | 0.08% | 330 |
|
|
2022
Q4 | $2.32M | Buy |
10,701
+9,296
| +662% | +$2.01M | 0.17% | 145 |
|
|
2022
Q3 | $298K | Buy |
1,405
+278
| +25% | +$59K | 0.04% | 484 |
|
|
2022
Q2 | $273K | Sell |
1,127
-21
| -2% | -$5.09K | 0.04% | 482 |
|
|
2022
Q1 | $314K | Buy |
1,148
+123
| +12% | +$33.6K | 0.05% | 430 |
|
|
2021
Q4 | $351K | Buy |
+1,025
| New | +$351K | 0.06% | 367 |
|
|
2020
Q1 | – | Sell |
-2,134
| Closed | -$323K | – | 477 |
|
|
2019
Q4 | $323K | Sell |
2,134
-1,231
| -37% | -$186K | 0.2% | 234 |
|
|
2019
Q3 | $492K | Sell |
3,365
-239
| -7% | -$34.9K | 0.33% | 94 |
|
|
2019
Q2 | $521K | Buy |
+3,604
| New | +$521K | 0.31% | 97 |
|