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Amalgamated Financial’s Morningstar MORN Stock Holding History

Amalgamated Financial’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 		$1.59M Buy
+5,818
New +$1.64M 0.01% 992

Other funds holding MORN

Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 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 $1.37T AUM 24.88% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $1.56T AUM 27.86% 1-Year Est. Return

Amalgamated Financial's MORN Position: Q1 2022 in Review

Amalgamated Financial opened a new position in Morningstar (MORN) in Q1 2022: 5,818 shares worth $1.59M. The stake represents 0.01% of the portfolio and ranks #992 among its holdings.

336 funds tracked by Wall St. Rank hold MORN as of Q1 2022.

  • Amalgamated Financial held 5,818 shares of Morningstar worth $1.59M as of Q1 2022.
  • Morningstar was a new Amalgamated Financial position in Q1 2022.
  • Morningstar made up 0.01% of Amalgamated Financial's portfolio in Q1 2022, its #992 holding.
  • 336 funds tracked by Wall St. Rank held Morningstar as of Q1 2022.

Based on Amalgamated Financial's 13F filing for Q1 2022, filed 16 May 2022.