VI
MORN icon

Versor Investments’s Morningstar MORN Stock Holding History

Versor Investments’s Portfolio MORN Stock Details MORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-3,500
Closed -$1.04M – 905
2024
Q2 		$1.04M Buy
+3,500
New +$1.04M 0.19% 142
2024
Q1 		– Sell
-3,000
Closed -$859K – 819
2023
Q4 		$859K Buy
+3,000
New +$782K 0.17% 168
2022
Q4 		– Sell
-4,151
Closed -$881K – 878
2022
Q3 		$881K Sell
4,151
-24
-0.6% -$5.71K 0.05% 267
2022
Q2 		$1.01M Sell
4,175
-295
-7% -$74.3K 0.04% 247
2022
Q1 		$1.22M Buy
4,470
+2,770
+163% +$783K 0.05% 94
2021
Q4 		$581K Buy
+1,700
New +$526K 0.02% 218

Other funds holding MORN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return