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Twin Tree Management’s
Morningstar
MORN
Stock Holding History
Twin Tree Management’s Portfolio
MORN Stock Details
MORN Fund Activity
Bought
Maintained
Sold
Shares
Call Options
Put Options
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q2
–
Sell
-2,150
Closed
-$663K
–
1726
2024
Q1
$663K
Sell
2,150
-357
-14%
-$103K
0.02%
1092
2023
Q4
$718K
Buy
+2,507
New
+$653K
0.01%
1164
2022
Q3
–
Sell
-34,950
Closed
-$8.31M
–
1635
2022
Q2
$8.45M
Buy
34,950
+9,524
+37%
+$2.4M
0.16%
689
2022
Q1
$6.95M
Buy
+25,426
New
+$7.19M
0.14%
809
2021
Q2
–
Sell
-241
Closed
-$54K
–
1632
2021
Q1
$54K
Buy
+241
New
+$56.5K
﹤0.01%
1205
2020
Q4
–
Sell
-193
Closed
-$31K
–
1505
2020
Q3
$31K
Sell
193
-174
-47%
-$27.5K
﹤0.01%
1113
2020
Q2
$52K
Sell
367
-175
-32%
-$24.7K
﹤0.01%
1327
2020
Q1
$63K
Buy
542
+77
+17%
+$11.2K
﹤0.01%
1134
2019
Q4
$70K
Sell
465
-550
-54%
-$84.4K
﹤0.01%
1095
2019
Q3
$148K
Buy
+1,015
New
+$156K
0.01%
994
Other funds holding MORN
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$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Select Equity Group
New York
$18.8B AUM
17.33%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
BAMCO Inc
New York
$33.1B AUM
11.16%
1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Los Angeles, California
$34B AUM
6.31%
1-Year Est. Return
Massachusetts Financial Services
Boston, Massachusetts
$298B AUM
21.96%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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