AlphaCrest Capital Management’s Morningstar MORN Stock Holding History

AlphaCrest 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
2022 Q3	–	Sell	-1,940	Closed	-$469K	–	1329
2022 Q2	$469K	Buy	1,940 +384	+25%	+$96.8K	0.02%	977
2022 Q1	$425K	Buy	+1,556	New	+$440K	0.02%	975
2021 Q4	–	Sell	-2,296	Closed	-$595K	–	1409
2021 Q3	$595K	Buy	+2,296	New	+$603K	0.03%	843
2021 Q2	–	Sell	-7,018	Closed	-$1.58M	–	1305
2021 Q1	$1.58M	Buy	7,018 +5,974	+572%	+$1.4M	0.09%	337
2020 Q4	$242K	Sell	1,044 -600	-36%	-$119K	0.02%	1000
2020 Q3	$264K	Sell	1,644 -1,256	-43%	-$198K	0.03%	928
2020 Q2	$409K	Buy	+2,900	New	+$409K	0.07%	472
2020 Q1	–	Sell	-4,800	Closed	-$726K	–	1178
2019 Q4	$726K	Buy	+4,800	New	+$737K	0.06%	541
2019 Q3	–	Sell	-6,600	Closed	-$955K	–	1296
2019 Q2	$955K	Buy	+6,600	New	+$911K	0.08%	416

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

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AlphaCrest Capital Management's MORN Position: Q3 2022 in Review

AlphaCrest Capital Management sold out of Morningstar (MORN) in Q3 2022, closing a stake of 1,940 shares — an estimated $469K sold.

AlphaCrest Capital Management first reported a position in MORN in Q2 2019 and held it in 9 quarters. The position peaked at $1.58M in Q1 2021. 313 funds tracked by Wall St. Rank hold MORN as of Q3 2022.

AlphaCrest Capital Management reported no remaining Morningstar position as of Q3 2022 after selling out during the quarter.
AlphaCrest Capital Management sold 1,940 Morningstar shares in Q3 2022, an estimated $469K.
AlphaCrest Capital Management first reported a position in Morningstar in Q2 2019 and held it in 9 quarters.
AlphaCrest Capital Management's Morningstar position peaked at $1.58M in Q1 2021.
313 funds tracked by Wall St. Rank held Morningstar as of Q3 2022.

Based on AlphaCrest Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.