UBS AM’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 | $17.3M | Sell |
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|
2025
Q2 | $41.2M | Buy |
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|
2025
Q1 | $32.8M | Buy |
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|
2024
Q4 | $33.1M | Buy |
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|
2024
Q3 | $28.3M | Buy |
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|
2024
Q2 | $24.4M | Buy |
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|
2024
Q1 | $15.7M | Buy |
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|
2023
Q4 | $13.4M | Buy |
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|
2023
Q3 | $10.3M | Buy |
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|
2023
Q2 | $8.77M | Hold |
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|
2023
Q1 | $8.77M | Buy |
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|
2022
Q4 | $8.99M | Sell |
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|
2022
Q3 | $9.25M | Buy |
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|
2022
Q2 | $10.4M | Sell |
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|
2022
Q1 | $12M | Buy |
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|
2021
Q4 | $14.7M | Buy |
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|
2021
Q3 | $10.9M | Buy |
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|
2021
Q2 | $10.5M | Buy |
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|
2021
Q1 | $8.77M | Buy |
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|
2020
Q4 | $8.88M | Buy |
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|
2020
Q3 | $4.7M | Sell |
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|
2020
Q2 | $4.18M | Sell |
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|
2020
Q1 | $3.52M | Buy |
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|
2019
Q4 | $4.02M | Buy |
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|
2019
Q3 | $3.66M | Buy |
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|
2019
Q2 | $3.29M | Sell |
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|
2019
Q1 | $2.95M | Buy |
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|
2018
Q4 | $2.11M | Sell |
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|
2018
Q3 | $2.97M | Buy |
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|
2018
Q2 | $3M | Buy |
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|
2018
Q1 | $1.88M | Buy |
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|
2017
Q4 | $1.87M | Buy |
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|
2017
Q3 | $1.21M | Buy |
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|
2017
Q2 | $938K | Buy |
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|
2017
Q1 | $723K | Sell |
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|
2016
Q4 | $3.81M | Sell |
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|
2016
Q3 | $8.33M | Buy |
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|
2016
Q2 | $2.77M | Buy |
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|
2016
Q1 | $1.31M | Sell |
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|
2015
Q4 | $1.32M | Buy |
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|
2015
Q3 | $1.23M | Buy |
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|
2015
Q2 | $970K | Buy |
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|
2015
Q1 | $853K | Buy |
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|
2014
Q4 | $518K | Sell |
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|
2014
Q3 | $746K | Hold |
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|
2014
Q2 | $789K | Hold |
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|
2014
Q1 | $868K | Hold |
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|
2013
Q4 | $859K | Buy |
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|
2013
Q3 | $863K | Buy |
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|
2013
Q2 | $736K | Buy |
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