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Bank of Jackson Hole Trust’s Morningstar MORN Stock Holding History

Bank of Jackson Hole Trust’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
2025
Q1 		– Sell
-12
Closed -$4.04K – 495
2024
Q4 		$4.04K Buy
+12
New +$4.1K ﹤0.01% 434

Other funds holding MORN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of Jackson Hole Trust's MORN Position: Q1 2025 in Review

Bank of Jackson Hole Trust sold out of Morningstar (MORN) in Q1 2025, closing a stake of 12 shares — an estimated $4.04K sold.

Bank of Jackson Hole Trust first reported a position in MORN in Q4 2024 and held it in 1 quarter. The position peaked at $4.04K in Q4 2024. 464 funds tracked by Wall St. Rank hold MORN as of Q1 2025.

  • Bank of Jackson Hole Trust reported no remaining Morningstar position as of Q1 2025 after selling out during the quarter.
  • Bank of Jackson Hole Trust sold 12 Morningstar shares in Q1 2025, an estimated $4.04K.
  • Bank of Jackson Hole Trust first reported a position in Morningstar in Q4 2024 and held it in 1 quarter.
  • Bank of Jackson Hole Trust's Morningstar position peaked at $4.04K in Q4 2024.
  • 464 funds tracked by Wall St. Rank held Morningstar as of Q1 2025.

Based on Bank of Jackson Hole Trust's 13F filing for Q1 2025, filed 8 May 2025.