Select Equity Group’s Morningstar MORN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $349M | Sell |
1,113,301
-59,266
| -5% | -$18.6M | 1.46% | 24 |
|
|
2025
Q1 | $352M | Sell |
1,172,567
-201,868
| -15% | -$60.5M | 1.52% | 24 |
|
|
2024
Q4 | $463M | Sell |
1,374,435
-384,886
| -22% | -$130M | 1.84% | 20 |
|
|
2024
Q3 | $561M | Sell |
1,759,321
-675,017
| -28% | -$215M | 2.02% | 16 |
|
|
2024
Q2 | $720M | Sell |
2,434,338
-160,556
| -6% | -$47.5M | 2.83% | 12 |
|
|
2024
Q1 | $800M | Sell |
2,594,894
-389,133
| -13% | -$120M | 2.83% | 12 |
|
|
2023
Q4 | $854M | Sell |
2,984,027
-614,881
| -17% | -$176M | 3.04% | 9 |
|
|
2023
Q3 | $843M | Sell |
3,598,908
-338,726
| -9% | -$79.3M | 3.45% | 8 |
|
|
2023
Q2 | $772M | Buy |
3,937,634
+37,544
| +1% | +$7.36M | 2.87% | 11 |
|
|
2023
Q1 | $792M | Sell |
3,900,090
-45,691
| -1% | -$9.28M | 2.82% | 8 |
|
|
2022
Q4 | $855M | Sell |
3,945,781
-59,237
| -1% | -$12.8M | 3.21% | 7 |
|
|
2022
Q3 | $850M | Sell |
4,005,018
-92,804
| -2% | -$19.7M | 2.97% | 6 |
|
|
2022
Q2 | $991M | Sell |
4,097,822
-39,497
| -1% | -$9.55M | 3.17% | 5 |
|
|
2022
Q1 | $1.13B | Sell |
4,137,319
-712,969
| -15% | -$195M | 3.66% | 5 |
|
|
2021
Q4 | $1.66B | Buy |
4,850,288
+688,048
| +17% | +$235M | 4.52% | 1 |
|
|
2021
Q3 | $1.08B | Buy |
4,162,240
+525,245
| +14% | +$136M | 3.62% | 7 |
|
|
2021
Q2 | $935M | Buy |
3,636,995
+567,896
| +19% | +$146M | 3.2% | 7 |
|
|
2021
Q1 | $691M | Buy |
3,069,099
+833,192
| +37% | +$188M | 2.51% | 11 |
|
|
2020
Q4 | $518M | Buy |
2,235,907
+1,661,332
| +289% | +$385M | 2.13% | 20 |
|
|
2020
Q3 | $92.3M | Buy |
574,575
+96,914
| +20% | +$15.6M | 0.45% | 52 |
|
|
2020
Q2 | $67.3M | Buy |
477,661
+16,798
| +4% | +$2.37M | 0.39% | 56 |
|
|
2020
Q1 | $53.6M | Buy |
460,863
+225,632
| +96% | +$26.2M | 0.37% | 55 |
|
|
2019
Q4 | $35.6M | Buy |
235,231
+93,339
| +66% | +$14.1M | 0.22% | 58 |
|
|
2019
Q3 | $20.7M | Buy |
141,892
+9,281
| +7% | +$1.36M | 0.14% | 73 |
|
|
2019
Q2 | $19.2M | Buy |
+132,611
| New | +$19.2M | 0.13% | 72 |
|