Select Equity Group’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $349M | Sell |
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|
2025
Q1 | $352M | Sell |
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|
2024
Q4 | $463M | Sell |
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|
2024
Q3 | $561M | Sell |
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|
2024
Q2 | $720M | Sell |
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|
2024
Q1 | $800M | Sell |
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|
2023
Q4 | $854M | Sell |
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|
2023
Q3 | $843M | Sell |
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|
2023
Q2 | $772M | Buy |
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|
2023
Q1 | $792M | Sell |
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|
2022
Q4 | $855M | Sell |
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|
2022
Q3 | $850M | Sell |
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|
2022
Q2 | $991M | Sell |
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|
2022
Q1 | $1.13B | Sell |
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|
2021
Q4 | $1.66B | Buy |
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|
2021
Q3 | $1.08B | Buy |
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|
2021
Q2 | $935M | Buy |
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|
2021
Q1 | $691M | Buy |
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|
2020
Q4 | $518M | Buy |
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|
2020
Q3 | $92.3M | Buy |
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|
2020
Q2 | $67.3M | Buy |
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|
2020
Q1 | $53.6M | Buy |
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|
2019
Q4 | $35.6M | Buy |
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|
2019
Q3 | $20.7M | Buy |
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|
2019
Q2 | $19.2M | Buy |
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