TJHA
MOR

Thomas J. Herzfeld Advisors’s MorphoSys AG American Depositary Shares MOR Stock Holding History

Thomas J. Herzfeld Advisors’s Portfolio MOR Stock Details MOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-304
Closed -$8K – 308
2020
Q3 		$8K Hold
304
– – 0.01% 167
2020
Q2 		$10K Sell
304
-267
-47% -$7.78K ﹤0.01% 194
2020
Q1 		$14K Sell
571
-266
-32% -$7.83K 0.01% 155
2019
Q4 		$30K Hold
837
– – 0.01% 153
2019
Q3 		$23K Buy
+837
New +$24K 0.01% 166

Other funds holding MOR

TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CS
Candriam SCA Strassen, Luxembourg, Luxembourg $19.3B AUM 39.18% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
TCM
Tekla Capital Management Boston, Massachusetts $2.56B AUM 18.15% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Thomas J. Herzfeld Advisors's MOR Position: Q4 2020 in Review

Thomas J. Herzfeld Advisors sold out of MorphoSys AG American Depositary Shares (MOR) in Q4 2020, closing a stake of 304 shares — an estimated $8K sold.

Thomas J. Herzfeld Advisors first reported a position in MOR in Q3 2019 and held it in 5 quarters. The position peaked at $30K in Q4 2019. 38 funds tracked by Wall St. Rank hold MOR as of Q4 2020.

  • Thomas J. Herzfeld Advisors reported no remaining MorphoSys AG American Depositary Shares position as of Q4 2020 after selling out during the quarter.
  • Thomas J. Herzfeld Advisors sold 304 MorphoSys AG American Depositary Shares shares in Q4 2020, an estimated $8K.
  • Thomas J. Herzfeld Advisors first reported a position in MorphoSys AG American Depositary Shares in Q3 2019 and held it in 5 quarters.
  • Thomas J. Herzfeld Advisors's MorphoSys AG American Depositary Shares position peaked at $30K in Q4 2019.
  • 38 funds tracked by Wall St. Rank held MorphoSys AG American Depositary Shares as of Q4 2020.

Based on Thomas J. Herzfeld Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.