APG Asset Management’s Morningstar MORN Stock Holding History

APG Asset 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 Q1	–	Sell	-5,300	Closed	-$1.59M	–	977
2021 Q4	$1.59M	Buy	+5,300	New	+$1.64M	﹤0.01%	619
2019 Q3	–	Sell	-59,800	Closed	-$7.59M	–	965
2019 Q2	$7.59M	Sell	59,800 -44,600	-43%	-$6.16M	0.01%	568
2019 Q1	$11.7M	Buy	104,400 +34,400	+49%	+$4.14M	0.02%	470
2018 Q4	$6.73M	Buy	70,000 +1,900	+3%	+$223K	0.01%	519
2018 Q3	$7.38M	Buy	68,100 +41,900	+160%	+$5.65M	0.01%	542
2018 Q2	$2.88M	Buy	+26,200	New	+$3M	0.01%	673

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

APG Asset Management's MORN Position: Q1 2022 in Review

APG Asset Management sold out of Morningstar (MORN) in Q1 2022, closing a stake of 5,300 shares — an estimated $1.59M sold.

APG Asset Management first reported a position in MORN in Q2 2018 and held it in 6 quarters. The position peaked at $11.7M in Q1 2019. 335 funds tracked by Wall St. Rank hold MORN as of Q1 2022.

APG Asset Management reported no remaining Morningstar position as of Q1 2022 after selling out during the quarter.
APG Asset Management sold 5,300 Morningstar shares in Q1 2022, an estimated $1.59M.
APG Asset Management first reported a position in Morningstar in Q2 2018 and held it in 6 quarters.
APG Asset Management's Morningstar position peaked at $11.7M in Q1 2019.
335 funds tracked by Wall St. Rank held Morningstar as of Q1 2022.

Based on APG Asset Management's 13F filing for Q1 2022, filed 12 May 2022.