Winton Group’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Buy |
+5,115
| New | +$1.61M | 0.08% | 292 |
|
|
2021
Q4 | – | Sell |
-3,922
| Closed | -$1.02M | – | 1260 |
|
|
2021
Q3 | $1.02M | Sell |
3,922
-960
| -20% | -$249K | 0.06% | 495 |
|
|
2021
Q2 | $1.26M | Buy |
4,882
+27
| +0.6% | +$6.94K | 0.07% | 404 |
|
|
2021
Q1 | $1.09M | Buy |
4,855
+499
| +11% | +$112K | 0.06% | 407 |
|
|
2020
Q4 | $1.01M | Sell |
4,356
-4,231
| -49% | -$980K | 0.07% | 407 |
|
|
2020
Q3 | $1.38M | Buy |
8,587
+5,620
| +189% | +$903K | 0.04% | 679 |
|
|
2020
Q2 | $418K | Sell |
2,967
-15,702
| -84% | -$2.21M | 0.01% | 1222 |
|
|
2020
Q1 | $2.17M | Sell |
18,669
-1,576
| -8% | -$183K | 0.06% | 547 |
|
|
2019
Q4 | $3.06M | Sell |
20,245
-8,039
| -28% | -$1.22M | 0.04% | 640 |
|
|
2019
Q3 | $4.13M | Buy |
28,284
+20,557
| +266% | +$3M | 0.05% | 368 |
|
|
2019
Q2 | $1.12M | Sell |
7,727
-4,633
| -37% | -$670K | 0.02% | 385 |
|
|
2019
Q1 | $1.56M | Buy |
12,360
+7,209
| +140% | +$908K | 0.03% | 286 |
|
|
2018
Q4 | $566K | Sell |
5,151
-85
| -2% | -$9.34K | 0.01% | 452 |
|
|
2018
Q3 | $659K | Buy |
+5,236
| New | +$659K | 0.01% | 525 |
|