Acrisure Capital Management’s Morningstar MORN Stock Holding History

Acrisure Capital Management’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 Q2	–	Sell	-1,081	Closed	-$219K	–	152
2023 Q1	$219K	Buy	+1,081	New	+$238K	0.22%	216

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

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Acrisure Capital Management's MORN Position: Q2 2023 in Review

Acrisure Capital Management sold out of Morningstar (MORN) in Q2 2023, closing a stake of 1,081 shares — an estimated $219K sold.

Acrisure Capital Management first reported a position in MORN in Q1 2023 and held it in 1 quarter. The position peaked at $219K in Q1 2023. 294 funds tracked by Wall St. Rank hold MORN as of Q2 2023.

Acrisure Capital Management reported no remaining Morningstar position as of Q2 2023 after selling out during the quarter.
Acrisure Capital Management sold 1,081 Morningstar shares in Q2 2023, an estimated $219K.
Acrisure Capital Management first reported a position in Morningstar in Q1 2023 and held it in 1 quarter.
Acrisure Capital Management's Morningstar position peaked at $219K in Q1 2023.
294 funds tracked by Wall St. Rank held Morningstar as of Q2 2023.

Based on Acrisure Capital Management's 13F filing for Q2 2023.