Winton Group’s Morningstar MORN Stock Holding History

Winton Group’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
2026 Q1	–	Sell	-30,067	Closed	-$6.53M	–	1292
2025 Q4	$6.53M	Buy	+30,067	New	+$6.51M	0.23%	128
2025 Q3	–	Sell	-5,115	Closed	-$1.61M	–	919
2025 Q2	$1.61M	Buy	+5,115	New	+$1.51M	0.08%	292
2021 Q4	–	Sell	-3,922	Closed	-$1.02M	–	1260
2021 Q3	$1.02M	Sell	3,922 -960	-20%	-$252K	0.06%	495
2021 Q2	$1.25M	Buy	4,882 +27	+0.6%	+$6.55K	0.07%	404
2021 Q1	$1.09M	Buy	4,855 +499	+11%	+$117K	0.06%	407
2020 Q4	$1.01M	Sell	4,356 -4,231	-49%	-$840K	0.07%	407
2020 Q3	$1.38M	Buy	8,587 +5,620	+189%	+$888K	0.04%	679
2020 Q2	$418K	Sell	2,967 -15,702	-84%	-$2.22M	0.01%	1222
2020 Q1	$2.17M	Sell	18,669 -1,576	-8%	-$228K	0.06%	547
2019 Q4	$3.06M	Sell	20,245 -8,039	-28%	-$1.23M	0.04%	640
2019 Q3	$4.13M	Buy	28,284 +20,557	+266%	+$3.16M	0.05%	368
2019 Q2	$1.12M	Sell	7,727 -4,633	-37%	-$639K	0.02%	385
2019 Q1	$1.56M	Buy	12,360 +7,209	+140%	+$867K	0.03%	286
2018 Q4	$566K	Sell	5,151 -85	-2%	-$9.96K	0.01%	452
2018 Q3	$659K	Buy	+5,236	New	+$706K	0.01%	525

Other funds holding MORN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Los Angeles Capital Management

Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return