State Street’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 | $177M | Sell |
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|
2025
Q2 | $246M | Sell |
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|
2025
Q1 | $255M | Buy |
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|
2024
Q4 | $283M | Buy |
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|
2024
Q3 | $257M | Buy |
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|
2024
Q2 | $229M | Buy |
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|
2024
Q1 | $238M | Buy |
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|
2023
Q4 | $212M | Buy |
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|
2023
Q3 | $167M | Buy |
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|
2023
Q2 | $78.2M | Buy |
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|
2023
Q1 | $80.2M | Buy |
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|
2022
Q4 | $83.3M | Sell |
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|
2022
Q3 | $82.4M | Buy |
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|
2022
Q2 | $91.4M | Buy |
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|
2022
Q1 | $101M | Buy |
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|
2021
Q4 | $126M | Buy |
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|
2021
Q3 | $91.7M | Buy |
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|
2021
Q2 | $89.8M | Buy |
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|
2021
Q1 | $62.8M | Sell |
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|
2020
Q4 | $66.1M | Sell |
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|
2020
Q3 | $46.1M | Sell |
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|
2020
Q2 | $42M | Buy |
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|
2020
Q1 | $33.9M | Buy |
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|
2019
Q4 | $40.8M | Sell |
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|
2019
Q3 | $39.5M | Sell |
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|
2019
Q2 | $39.6M | Buy |
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|
2019
Q1 | $34.1M | Sell |
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|
2018
Q4 | $31.6M | Sell |
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|
2018
Q3 | $37M | Buy |
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|
2018
Q2 | $35.5M | Sell |
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|
2018
Q1 | $27.9M | Sell |
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|
2017
Q4 | $28.9M | Buy |
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|
2017
Q3 | $24.8M | Buy |
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|
2017
Q2 | $22.4M | Buy |
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|
2017
Q1 | $21M | Buy |
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|
2016
Q4 | $19.2M | Buy |
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|
2016
Q3 | $20M | Buy |
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|
2016
Q2 | $19.4M | Sell |
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|
2016
Q1 | $21.1M | Buy |
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|
2015
Q4 | $18.9M | Buy |
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|
2015
Q3 | $18.4M | Sell |
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|
2015
Q2 | $18.7M | Sell |
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|
2015
Q1 | $17.6M | Sell |
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|
2014
Q4 | $15.3M | Buy |
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|
2014
Q3 | $15.8M | Sell |
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|
2014
Q2 | $18.2M | Sell |
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|
2014
Q1 | $20.3M | Sell |
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|
2013
Q4 | $20.1M | Sell |
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|
2013
Q3 | $21.1M | Sell |
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|
2013
Q2 | $22.1M | Buy |
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