SEI Investments’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.1M | Buy |
140,323
+1,254
| +0.9% | +$394K | 0.05% | 383 |
|
|
2025
Q1 | $41.7M | Buy |
139,069
+2,130
| +2% | +$639K | 0.05% | 384 |
|
|
2024
Q4 | $46.1M | Buy |
136,939
+1,884
| +1% | +$634K | 0.06% | 342 |
|
|
2024
Q3 | $43.1M | Buy |
135,055
+7,039
| +5% | +$2.25M | 0.06% | 361 |
|
|
2024
Q2 | $37.9M | Buy |
128,016
+1,084
| +0.9% | +$321K | 0.05% | 371 |
|
|
2024
Q1 | $39.1M | Buy |
126,932
+3,482
| +3% | +$1.07M | 0.06% | 362 |
|
|
2023
Q4 | $35.3M | Sell |
123,450
-4,363
| -3% | -$1.25M | 0.06% | 366 |
|
|
2023
Q3 | $29.9M | Buy |
127,813
+1,637
| +1% | +$383K | 0.05% | 375 |
|
|
2023
Q2 | $24.7M | Sell |
126,176
-1,959
| -2% | -$384K | 0.04% | 474 |
|
|
2023
Q1 | $26M | Buy |
128,135
+43,713
| +52% | +$8.88M | 0.05% | 429 |
|
|
2022
Q4 | $18.3M | Sell |
84,422
-439
| -0.5% | -$95.1K | 0.04% | 488 |
|
|
2022
Q3 | $18M | Buy |
84,861
+2,259
| +3% | +$480K | 0.04% | 497 |
|
|
2022
Q2 | $19.8M | Buy |
82,602
+5,748
| +7% | +$1.38M | 0.04% | 457 |
|
|
2022
Q1 | $21M | Buy |
76,854
+81
| +0.1% | +$22.1K | 0.04% | 468 |
|
|
2021
Q4 | $26.1M | Buy |
76,773
+2,045
| +3% | +$696K | 0.05% | 394 |
|
|
2021
Q3 | $19.4M | Buy |
74,728
+3,402
| +5% | +$883K | 0.04% | 461 |
|
|
2021
Q2 | $18.4M | Buy |
71,326
+7,049
| +11% | +$1.82M | 0.04% | 438 |
|
|
2021
Q1 | $14.4M | Buy |
64,277
+4,922
| +8% | +$1.1M | 0.04% | 505 |
|
|
2020
Q4 | $13.6M | Buy |
59,355
+3,424
| +6% | +$786K | 0.04% | 505 |
|
|
2020
Q3 | $8.84M | Sell |
55,931
-8,469
| -13% | -$1.34M | 0.03% | 597 |
|
|
2020
Q2 | $8.97M | Buy |
64,400
+24,854
| +63% | +$3.46M | 0.03% | 591 |
|
|
2020
Q1 | $4.59M | Buy |
39,546
+11,908
| +43% | +$1.38M | 0.02% | 799 |
|
|
2019
Q4 | $4.23M | Sell |
27,638
-12,734
| -32% | -$1.95M | 0.01% | 995 |
|
|
2019
Q3 | $5.88M | Buy |
40,372
+3,566
| +10% | +$520K | 0.02% | 869 |
|
|
2019
Q2 | $5.31M | Sell |
36,806
-2,661
| -7% | -$384K | 0.02% | 910 |
|
|
2019
Q1 | $5.01M | Sell |
39,467
-1,469
| -4% | -$186K | 0.02% | 909 |
|
|
2018
Q4 | $4.73M | Buy |
40,936
+6,658
| +19% | +$769K | 0.02% | 926 |
|
|
2018
Q3 | $4.34M | Sell |
34,278
-51,588
| -60% | -$6.53M | 0.02% | 941 |
|
|
2018
Q2 | $11M | Buy |
85,866
+6,131
| +8% | +$786K | 0.04% | 526 |
|
|
2018
Q1 | $7.62M | Buy |
79,735
+13,631
| +21% | +$1.3M | 0.03% | 631 |
|
|
2017
Q4 | $6.41M | Buy |
66,104
+3,548
| +6% | +$344K | 0.02% | 797 |
|
|
2017
Q3 | $5.32M | Buy |
62,556
+13,084
| +26% | +$1.11M | 0.02% | 857 |
|
|
2017
Q2 | $3.88M | Buy |
49,472
+16,448
| +50% | +$1.29M | 0.02% | 940 |
|
|
2017
Q1 | $2.6M | Buy |
33,024
+14,035
| +74% | +$1.1M | 0.01% | 1067 |
|
|
2016
Q4 | $1.4M | Sell |
18,989
-2,314
| -11% | -$170K | 0.01% | 1267 |
|
|
2016
Q3 | $1.69M | Buy |
21,303
+5,852
| +38% | +$464K | 0.01% | 1126 |
|
|
2016
Q2 | $1.26M | Buy |
15,451
+10,141
| +191% | +$829K | 0.01% | 1116 |
|
|
2016
Q1 | $469K | Buy |
5,310
+129
| +2% | +$11.4K | ﹤0.01% | 1327 |
|
|
2015
Q4 | $416K | Buy |
5,181
+1,939
| +60% | +$156K | ﹤0.01% | 1381 |
|
|
2015
Q3 | $260K | Buy |
3,242
+190
| +6% | +$15.2K | ﹤0.01% | 1536 |
|
|
2015
Q2 | $243K | Buy |
3,052
+502
| +20% | +$40K | ﹤0.01% | 1353 |
|
|
2015
Q1 | $185K | Buy |
2,550
+90
| +4% | +$6.53K | ﹤0.01% | 1429 |
|
|
2014
Q4 | $156K | Buy |
+2,460
| New | +$156K | ﹤0.01% | 1478 |
|