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Altshuler Shaham’s Morningstar MORN Stock Holding History

Altshuler Shaham’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
2024
Q1 		– Sell
-66
Closed -$18.9K – 343
2023
Q4 		$18.9K Buy
+66
New +$17.2K ﹤0.01% 217
2022
Q4 		– Sell
-116
Closed -$25K – 556
2022
Q3 		$25K Sell
116
-4
-3% -$951 ﹤0.01% 360
2022
Q2 		$29K Sell
120
-207
-63% -$52.2K ﹤0.01% 325
2022
Q1 		$89K Sell
327
-23
-7% -$6.5K ﹤0.01% 284
2021
Q4 		$120K Buy
350
+216
+161% +$66.9K ﹤0.01% 318
2021
Q3 		$35K Sell
134
-40
-23% -$10.5K ﹤0.01% 448
2021
Q2 		$45K Sell
174
-512
-75% -$124K ﹤0.01% 450
2021
Q1 		$154K Sell
686
-136
-17% -$31.9K ﹤0.01% 197
2020
Q4 		$190K Buy
822
+43
+6% +$8.54K ﹤0.01% 169
2020
Q3 		$125K Sell
779
-266
-25% -$42K ﹤0.01% 158
2020
Q2 		$147K Buy
1,045
+1,018
+3,770% +$144K ﹤0.01% 138
2020
Q1 		$3K Sell
27
-105
-80% -$15.2K ﹤0.01% 372
2019
Q4 		$20K Buy
132
+13
+11% +$2K ﹤0.01% 253
2019
Q3 		$17K Buy
119
+6
+5% +$924 ﹤0.01% 255
2019
Q2 		$16K Buy
+113
New +$15.6K ﹤0.01% 252
2018
Q4 		– Sell
-49
Closed -$6K – 285
2018
Q3 		$6K Sell
49
-263
-84% -$35.4K ﹤0.01% 235
2018
Q2 		$11K Hold
312
– – ﹤0.01% 148
2018
Q1 		$8K Buy
+312
New +$30K ﹤0.01% 193

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Altshuler Shaham's MORN Position: Q1 2024 in Review

Altshuler Shaham sold out of Morningstar (MORN) in Q1 2024, closing a stake of 66 shares — an estimated $18.9K sold.

Altshuler Shaham first reported a position in MORN in Q1 2018 and held it in 18 quarters. The position peaked at $190K in Q4 2020. 385 funds tracked by Wall St. Rank hold MORN as of Q1 2024.

  • Altshuler Shaham reported no remaining Morningstar position as of Q1 2024 after selling out during the quarter.
  • Altshuler Shaham sold 66 Morningstar shares in Q1 2024, an estimated $18.9K.
  • Altshuler Shaham first reported a position in Morningstar in Q1 2018 and held it in 18 quarters.
  • Altshuler Shaham's Morningstar position peaked at $190K in Q4 2020.
  • 385 funds tracked by Wall St. Rank held Morningstar as of Q1 2024.

Based on Altshuler Shaham's 13F filing for Q1 2024, filed 15 May 2024.