Artisan Partners’s Morningstar MORN Stock Holding History

Artisan Partners’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
2023 Q2	–	Sell	-40,350	Closed	-$8.19M	–	326
2023 Q1	$8.19M	Sell	40,350 -298,434	-88%	-$65.6M	0.01%	287
2022 Q4	$73.4M	Sell	338,784 -19,546	-5%	-$4.46M	0.13%	161
2022 Q3	$76.1M	Sell	358,330 -4,397	-1%	-$1.05M	0.13%	160
2022 Q2	$87.7M	Sell	362,727 -41,821	-10%	-$10.5M	0.15%	155
2022 Q1	$111M	Sell	404,548 -16,005	-4%	-$4.52M	0.15%	158
2021 Q4	$144M	Sell	420,553 -39,591	-9%	-$12.3M	0.17%	141
2021 Q3	$119M	Sell	460,144 -3,690	-0.8%	-$969K	0.15%	153
2021 Q2	$119M	Buy	463,834 +65,628	+16%	+$15.9M	0.14%	160
2021 Q1	$89.6M	Buy	398,206 +6,958	+2%	+$1.63M	0.11%	193
2020 Q4	$90.6M	Buy	391,248 +74,322	+23%	+$14.8M	0.11%	181
2020 Q3	$50.9M	Sell	316,926 -84,279	-21%	-$13.3M	0.07%	213
2020 Q2	$56.6M	Buy	401,205 +88,478	+28%	+$12.5M	0.09%	189
2020 Q1	$36.4M	Buy	312,727 +39,454	+14%	+$5.72M	0.08%	203
2019 Q4	$41.3M	Buy	273,273 +69,053	+34%	+$10.6M	0.07%	203
2019 Q3	$29.8M	Buy	204,220 +79,703	+64%	+$12.3M	0.06%	212
2019 Q2	$18M	Buy	124,517 +92,137	+285%	+$12.7M	0.03%	242
2019 Q1	$4.08M	Buy	+32,380	New	+$3.89M	0.01%	260

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Artisan Partners's MORN Position: Q2 2023 in Review

Artisan Partners sold out of Morningstar (MORN) in Q2 2023, closing a stake of 40,350 shares — an estimated $8.19M sold.

Artisan Partners first reported a position in MORN in Q1 2019 and held it in 17 quarters. The position peaked at $144M in Q4 2021. 293 funds tracked by Wall St. Rank hold MORN as of Q2 2023.

Artisan Partners reported no remaining Morningstar position as of Q2 2023 after selling out during the quarter.
Artisan Partners sold 40,350 Morningstar shares in Q2 2023, an estimated $8.19M.
Artisan Partners first reported a position in Morningstar in Q1 2019 and held it in 17 quarters.
Artisan Partners's Morningstar position peaked at $144M in Q4 2021.
293 funds tracked by Wall St. Rank held Morningstar as of Q2 2023.

Based on Artisan Partners's 13F filing for Q2 2023, filed 10 Aug 2023.