Russell Investments Group’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.74M | Sell |
15,086
-3,822
| -20% | -$1.2M | 0.01% | 1249 |
|
|
2025
Q1 | $5.67M | Buy |
18,908
+3,302
| +21% | +$990K | 0.01% | 1096 |
|
|
2024
Q4 | $5.26M | Sell |
15,606
-5,057
| -24% | -$1.7M | 0.01% | 1142 |
|
|
2024
Q3 | $6.59M | Sell |
20,663
-1,425
| -6% | -$455K | 0.01% | 1046 |
|
|
2024
Q2 | $6.53M | Sell |
22,088
-325
| -1% | -$96.2K | 0.01% | 1021 |
|
|
2024
Q1 | $6.91M | Buy |
22,413
+82
| +0.4% | +$25.3K | 0.01% | 1013 |
|
|
2023
Q4 | $6.39M | Sell |
22,331
-4,051
| -15% | -$1.16M | 0.01% | 1012 |
|
|
2023
Q3 | $6.18M | Buy |
26,382
+10,977
| +71% | +$2.57M | 0.01% | 984 |
|
|
2023
Q2 | $3.02M | Sell |
15,405
-1,502
| -9% | -$294K | 0.01% | 1320 |
|
|
2023
Q1 | $3.43M | Sell |
16,907
-4,739
| -22% | -$962K | 0.01% | 1279 |
|
|
2022
Q4 | $4.69M | Buy |
21,646
+61
| +0.3% | +$13.2K | 0.01% | 1122 |
|
|
2022
Q3 | $4.58M | Buy |
21,585
+11,447
| +113% | +$2.43M | 0.01% | 1095 |
|
|
2022
Q2 | $2.45M | Sell |
10,138
-15,332
| -60% | -$3.7M | 0.01% | 1479 |
|
|
2022
Q1 | $6.96M | Buy |
25,470
+9,586
| +60% | +$2.62M | 0.01% | 985 |
|
|
2021
Q4 | $5.43M | Buy |
15,884
+9,638
| +154% | +$3.29M | 0.01% | 1205 |
|
|
2021
Q3 | $1.62M | Sell |
6,246
-407
| -6% | -$105K | ﹤0.01% | 1946 |
|
|
2021
Q2 | $1.71M | Sell |
6,653
-3,897
| -37% | -$1M | ﹤0.01% | 2013 |
|
|
2021
Q1 | $2.37M | Sell |
10,550
-4,672
| -31% | -$1.05M | ﹤0.01% | 1777 |
|
|
2020
Q4 | $3.52M | Buy |
15,222
+4,353
| +40% | +$1.01M | 0.01% | 1435 |
|
|
2020
Q3 | $1.74M | Buy |
10,869
+2,328
| +27% | +$373K | ﹤0.01% | 1768 |
|
|
2020
Q2 | $1.2M | Sell |
8,541
-3,016
| -26% | -$425K | ﹤0.01% | 1948 |
|
|
2020
Q1 | $1.34M | Sell |
11,557
-11,952
| -51% | -$1.39M | ﹤0.01% | 1686 |
|
|
2019
Q4 | $3.56M | Sell |
23,509
-26,878
| -53% | -$4.07M | 0.01% | 1414 |
|
|
2019
Q3 | $7.36M | Sell |
50,387
-19,632
| -28% | -$2.87M | 0.01% | 1002 |
|
|
2019
Q2 | $10.1M | Sell |
70,019
-8,949
| -11% | -$1.29M | 0.02% | 879 |
|
|
2019
Q1 | $9.95M | Sell |
78,968
-9,663
| -11% | -$1.22M | 0.02% | 898 |
|
|
2018
Q4 | $9.74M | Sell |
88,631
-3,959
| -4% | -$435K | 0.02% | 823 |
|
|
2018
Q3 | $11.7M | Sell |
92,590
-8,364
| -8% | -$1.05M | 0.02% | 852 |
|
|
2018
Q2 | $12.9M | Sell |
100,954
-22,994
| -19% | -$2.95M | 0.03% | 759 |
|
|
2018
Q1 | $11.8M | Sell |
123,948
-9,016
| -7% | -$861K | 0.02% | 887 |
|
|
2017
Q4 | $12.9M | Buy |
132,964
+5,180
| +4% | +$504K | 0.02% | 846 |
|
|
2017
Q3 | $10.9M | Buy |
127,784
+29,743
| +30% | +$2.53M | 0.02% | 908 |
|
|
2017
Q2 | $7.68M | Sell |
98,041
-40,644
| -29% | -$3.18M | 0.01% | 1028 |
|
|
2017
Q1 | $10.9M | Buy |
138,685
+30,505
| +28% | +$2.4M | 0.02% | 825 |
|
|
2016
Q4 | $7.9M | Buy |
+108,180
| New | +$7.9M | 0.02% | 980 |
|