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MORN icon

2Xideas’s Morningstar MORN Stock Holding History

2Xideas’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
2023
Q4 		– Sell
-54,634
Closed -$12.8M – 56
2023
Q3 		$12.8M Sell
54,634
-2,928
-5% -$661K 1.42% 15
2023
Q2 		$11.3M Buy
57,562
+8,596
+18% +$1.7M 1.08% 45
2023
Q1 		$9.94M Buy
48,966
+2,565
+6% +$564K 0.96% 53
2022
Q4 		$10M Buy
46,401
+5,193
+13% +$1.18M 1.06% 41
2022
Q3 		$8.75M Sell
41,208
-6,182
-13% -$1.47M 0.92% 43
2022
Q2 		$11.5M Buy
47,390
+620
+1% +$156K 1.05% 27
2022
Q1 		$12.8M Sell
46,770
-8,162
-15% -$2.31M 0.9% 48
2021
Q4 		$18.8M Buy
54,932
+11,738
+27% +$3.63M 1.13% 14
2021
Q3 		$11.2M Buy
+43,194
New +$11.3M 0.85% 44

Other funds holding MORN

Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

2Xideas's MORN Position: Q4 2023 in Review

2Xideas sold out of Morningstar (MORN) in Q4 2023, closing a stake of 54,634 shares — an estimated $12.8M sold.

2Xideas first reported a position in MORN in Q3 2021 and held it in 9 quarters. The position peaked at $18.8M in Q4 2021. 353 funds tracked by Wall St. Rank hold MORN as of Q4 2023.

  • 2Xideas reported no remaining Morningstar position as of Q4 2023 after selling out during the quarter.
  • 2Xideas sold 54,634 Morningstar shares in Q4 2023, an estimated $12.8M.
  • 2Xideas first reported a position in Morningstar in Q3 2021 and held it in 9 quarters.
  • 2Xideas's Morningstar position peaked at $18.8M in Q4 2021.
  • 353 funds tracked by Wall St. Rank held Morningstar as of Q4 2023.

Based on 2Xideas's 13F filing for Q4 2023, filed 14 Feb 2024.