3Chopt Investment Partners’s Morningstar MORN Stock Holding History

3Chopt Investment Partners’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 Q1	–	Sell	-300	Closed	-$65K	–	215
2022 Q4	$65K	Buy	+300	New	+$68.4K	0.04%	184

Other funds holding MORN

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

3Chopt Investment Partners's MORN Position: Q1 2023 in Review

3Chopt Investment Partners sold out of Morningstar (MORN) in Q1 2023, closing a stake of 300 shares — an estimated $65K sold.

3Chopt Investment Partners first reported a position in MORN in Q4 2022 and held it in 1 quarter. The position peaked at $65K in Q4 2022. 301 funds tracked by Wall St. Rank hold MORN as of Q1 2023.

3Chopt Investment Partners reported no remaining Morningstar position as of Q1 2023 after selling out during the quarter.
3Chopt Investment Partners sold 300 Morningstar shares in Q1 2023, an estimated $65K.
3Chopt Investment Partners first reported a position in Morningstar in Q4 2022 and held it in 1 quarter.
3Chopt Investment Partners's Morningstar position peaked at $65K in Q4 2022.
301 funds tracked by Wall St. Rank held Morningstar as of Q1 2023.

Based on 3Chopt Investment Partners's 13F filing for Q1 2023, filed 23 May 2023.