AlphaSimPlex Group’s Morningstar MORN Stock Holding History

AlphaSimPlex Group’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	-627	Closed	-$214K	–	122
2021 Q4	$214K	Sell	627 -720	-53%	-$223K	0.36%	113
2021 Q3	$349K	Sell	1,347 -2,711	-67%	-$712K	0.29%	150
2021 Q2	$1.04M	Sell	4,058 -565	-12%	-$137K	0.52%	51
2021 Q1	$1.04M	Buy	4,623 +703	+18%	+$165K	0.43%	75
2020 Q4	$908K	Sell	3,920 -3,231	-45%	-$642K	0.32%	128
2020 Q3	$1.15M	Buy	7,151 +3,574	+100%	+$565K	0.52%	40
2020 Q2	$504K	Buy	+3,577	New	+$505K	0.38%	140

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

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

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

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

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AlphaSimPlex Group's MORN Position: Q1 2022 in Review

AlphaSimPlex Group sold out of Morningstar (MORN) in Q1 2022, closing a stake of 627 shares — an estimated $214K sold.

AlphaSimPlex Group first reported a position in MORN in Q2 2020 and held it in 7 quarters. The position peaked at $1.15M in Q3 2020. 335 funds tracked by Wall St. Rank hold MORN as of Q1 2022.

AlphaSimPlex Group reported no remaining Morningstar position as of Q1 2022 after selling out during the quarter.
AlphaSimPlex Group sold 627 Morningstar shares in Q1 2022, an estimated $214K.
AlphaSimPlex Group first reported a position in Morningstar in Q2 2020 and held it in 7 quarters.
AlphaSimPlex Group's Morningstar position peaked at $1.15M in Q3 2020.
335 funds tracked by Wall St. Rank held Morningstar as of Q1 2022.

Based on AlphaSimPlex Group's 13F filing for Q1 2022, filed 10 May 2022.