SEI Investments’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $19.2M | Sell |
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|
2025
Q2 | $44.1M | Buy |
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|
2025
Q1 | $41.7M | Buy |
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|
2024
Q4 | $46.1M | Buy |
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|
2024
Q3 | $43.1M | Buy |
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|
2024
Q2 | $37.9M | Buy |
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|
2024
Q1 | $39.1M | Buy |
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|
2023
Q4 | $35.3M | Sell |
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|
2023
Q3 | $29.9M | Buy |
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|
2023
Q2 | $24.7M | Sell |
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|
2023
Q1 | $26M | Buy |
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|
2022
Q4 | $18.3M | Sell |
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|
2022
Q3 | $18M | Buy |
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|
2022
Q2 | $19.8M | Buy |
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|
2022
Q1 | $21M | Buy |
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|
2021
Q4 | $26.1M | Buy |
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|
2021
Q3 | $19.4M | Buy |
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|
2021
Q2 | $18.4M | Buy |
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|
2021
Q1 | $14.4M | Buy |
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|
2020
Q4 | $13.6M | Buy |
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|
2020
Q3 | $8.84M | Sell |
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|
2020
Q2 | $8.97M | Buy |
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|
2020
Q1 | $4.59M | Buy |
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|
2019
Q4 | $4.23M | Sell |
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|
2019
Q3 | $5.88M | Buy |
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|
2019
Q2 | $5.3M | Sell |
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|
2019
Q1 | $5.01M | Sell |
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|
2018
Q4 | $4.73M | Buy |
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|
2018
Q3 | $4.34M | Sell |
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|
2018
Q2 | $11M | Buy |
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|
2018
Q1 | $7.62M | Buy |
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|
2017
Q4 | $6.41M | Buy |
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|
2017
Q3 | $5.32M | Buy |
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|
2017
Q2 | $3.88M | Buy |
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|
2017
Q1 | $2.6M | Buy |
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|
2016
Q4 | $1.4M | Sell |
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|
2016
Q3 | $1.69M | Buy |
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|
2016
Q2 | $1.26M | Buy |
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|
2016
Q1 | $469K | Buy |
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|
2015
Q4 | $416K | Buy |
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|
2015
Q3 | $260K | Buy |
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|
2015
Q2 | $243K | Buy |
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|
2015
Q1 | $185K | Buy |
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|
2014
Q4 | $156K | Buy |
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