Aviva
MORN icon

Aviva’s Morningstar MORN Stock Holding History

Aviva’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
Q4 		– Sell
-6,922
Closed -$1.47M – 1019
2022
Q3 		$1.47M Sell
6,922
-1,426
-17% -$339K 0.01% 823
2022
Q2 		$2.02M Buy
8,348
+174
+2% +$43.8K 0.01% 806
2022
Q1 		$2.23M Buy
8,174
+164
+2% +$46.4K 0.01% 798
2021
Q4 		$2.74M Buy
8,010
+1,938
+32% +$600K 0.01% 724
2021
Q3 		$1.57M Buy
+6,072
New +$1.6M 0.01% 871

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Aviva's MORN Position: Q4 2022 in Review

Aviva sold out of Morningstar (MORN) in Q4 2022, closing a stake of 6,922 shares — an estimated $1.47M sold.

Aviva first reported a position in MORN in Q3 2021 and held it in 5 quarters. The position peaked at $2.74M in Q4 2021. 316 funds tracked by Wall St. Rank hold MORN as of Q4 2022.

  • Aviva reported no remaining Morningstar position as of Q4 2022 after selling out during the quarter.
  • Aviva sold 6,922 Morningstar shares in Q4 2022, an estimated $1.47M.
  • Aviva first reported a position in Morningstar in Q3 2021 and held it in 5 quarters.
  • Aviva's Morningstar position peaked at $2.74M in Q4 2021.
  • 316 funds tracked by Wall St. Rank held Morningstar as of Q4 2022.

Based on Aviva's 13F filing for Q4 2022, filed 9 Feb 2023.