Schroder Investment Management 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 | $52.2M | Buy |
166,898
+56,328
| +51% | +$17.6M | 0.04% | 283 |
|
|
2025
Q1 | $32.7M | Buy |
110,570
+10,385
| +10% | +$3.08M | 0.03% | 376 |
|
|
2024
Q4 | $33.8M | Buy |
+100,185
| New | +$33.8M | 0.03% | 390 |
|
|
2016
Q2 | – | Sell |
-17,800
| Closed | -$1.56M | – | 1195 |
|
|
2016
Q1 | $1.56M | Buy |
+17,800
| New | +$1.56M | ﹤0.01% | 859 |
|
|
2015
Q1 | – | Sell |
-16,600
| Closed | -$1.07M | – | 1282 |
|
|
2014
Q4 | $1.07M | Sell |
16,600
-6,200
| -27% | -$401K | ﹤0.01% | 987 |
|
|
2014
Q3 | $1.55M | Hold |
22,800
| – | – | ﹤0.01% | 950 |
|
|
2014
Q2 | $1.64M | Sell |
22,800
-52,900
| -70% | -$3.8M | ﹤0.01% | 901 |
|
|
2014
Q1 | $5.98M | Buy |
75,700
+29,200
| +63% | +$2.31M | 0.01% | 736 |
|
|
2013
Q4 | $3.63M | Sell |
46,500
-10,500
| -18% | -$820K | ﹤0.01% | 848 |
|
|
2013
Q3 | $4.52M | Buy |
57,000
+53,000
| +1,325% | +$4.2M | 0.01% | 791 |
|
|
2013
Q2 | $310K | Buy |
+4,000
| New | +$310K | ﹤0.01% | 1163 |
|