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Allstate Corporation’s Morningstar MORN Stock Holding History

Allstate Corporation’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
2022
Q1 		– Sell
-3,394
Closed -$1.16M – 694
2021
Q4 		$1.16M Sell
3,394
-1,672
-33% -$518K 0.02% 510
2021
Q3 		$1.31M Sell
5,066
-559
-10% -$147K 0.05% 221
2021
Q2 		$1.45M Sell
5,625
-1,314
-19% -$319K 0.05% 207
2021
Q1 		$1.56M Sell
6,939
-762
-10% -$179K 0.05% 212
2020
Q4 		$1.78M Sell
7,701
-1,036
-12% -$206K 0.06% 156
2020
Q3 		$1.4M Buy
8,737
+238
+3% +$37.6K 0.05% 171
2020
Q2 		$1.2M Buy
8,499
+201
+2% +$28.4K 0.04% 210
2020
Q1 		$964K Sell
8,298
-1,418
-15% -$205K 0.04% 221
2019
Q4 		$1.47M Buy
+9,716
New +$1.49M 0.03% 361

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allstate Corporation's MORN Position: Q1 2022 in Review

Allstate Corporation sold out of Morningstar (MORN) in Q1 2022, closing a stake of 3,394 shares — an estimated $1.16M sold.

Allstate Corporation first reported a position in MORN in Q4 2019 and held it in 9 quarters. The position peaked at $1.78M in Q4 2020. 335 funds tracked by Wall St. Rank hold MORN as of Q1 2022.

  • Allstate Corporation reported no remaining Morningstar position as of Q1 2022 after selling out during the quarter.
  • Allstate Corporation sold 3,394 Morningstar shares in Q1 2022, an estimated $1.16M.
  • Allstate Corporation first reported a position in Morningstar in Q4 2019 and held it in 9 quarters.
  • Allstate Corporation's Morningstar position peaked at $1.78M in Q4 2020.
  • 335 funds tracked by Wall St. Rank held Morningstar as of Q1 2022.

Based on Allstate Corporation's 13F filing for Q1 2022, filed 16 May 2022.