Alamar Capital Management’s Morningstar MORN Stock Holding History

Alamar 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 Q4	–	Sell	-5,841	Closed	-$1.37M	–	66
2023 Q3	$1.37M	Buy	5,841 +517	+10%	+$117K	1.29%	32
2023 Q2	$1.04M	Sell	5,324 -2,074	-28%	-$411K	0.77%	49
2023 Q1	$1.5M	Buy	7,398 +69	+0.9%	+$15.2K	1.25%	41
2022 Q4	$1.59M	Sell	7,329 -95	-1%	-$21.7K	1.63%	28
2022 Q3	$1.58M	Sell	7,424 -805	-10%	-$191K	1.77%	26
2022 Q2	$1.99M	Sell	8,229 -262	-3%	-$66K	2.25%	15
2022 Q1	$2.32M	Buy	8,491 +132	+2%	+$37.3K	1.95%	24
2021 Q4	$2.86M	Buy	+8,359	New	+$2.59M	2.06%	20

Other funds holding MORN

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Alamar Capital Management's MORN Position: Q4 2023 in Review

Alamar Capital Management sold out of Morningstar (MORN) in Q4 2023, closing a stake of 5,841 shares — an estimated $1.37M sold.

Alamar Capital Management first reported a position in MORN in Q4 2021 and held it in 8 quarters. The position peaked at $2.86M in Q4 2021. 353 funds tracked by Wall St. Rank hold MORN as of Q4 2023.

Alamar Capital Management reported no remaining Morningstar position as of Q4 2023 after selling out during the quarter.
Alamar Capital Management sold 5,841 Morningstar shares in Q4 2023, an estimated $1.37M.
Alamar Capital Management first reported a position in Morningstar in Q4 2021 and held it in 8 quarters.
Alamar Capital Management's Morningstar position peaked at $2.86M in Q4 2021.
353 funds tracked by Wall St. Rank held Morningstar as of Q4 2023.

Based on Alamar Capital Management's 13F filing for Q4 2023, filed 6 Mar 2024.