Bank of New Hampshire’s Morningstar MORN Stock Holding History

Bank of New Hampshire’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	-76	Closed	-$15.4K	–	511
2023 Q1	$15.4K	Hold	76	–	–	﹤0.01%	403
2022 Q4	$16K	Hold	76	–	–	﹤0.01%	414
2022 Q3	$16K	Hold	76	–	–	0.01%	421
2022 Q2	$18K	Hold	76	–	–	0.01%	419
2022 Q1	$21K	Buy	+76	New	+$21.5K	0.01%	418

Other funds holding MORN

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Bank of New Hampshire's MORN Position: Q2 2023 in Review

Bank of New Hampshire sold out of Morningstar (MORN) in Q2 2023, closing a stake of 76 shares — an estimated $15.4K sold.

Bank of New Hampshire first reported a position in MORN in Q1 2022 and held it in 5 quarters. The position peaked at $21K in Q1 2022. 294 funds tracked by Wall St. Rank hold MORN as of Q2 2023.

Bank of New Hampshire reported no remaining Morningstar position as of Q2 2023 after selling out during the quarter.
Bank of New Hampshire sold 76 Morningstar shares in Q2 2023, an estimated $15.4K.
Bank of New Hampshire first reported a position in Morningstar in Q1 2022 and held it in 5 quarters.
Bank of New Hampshire's Morningstar position peaked at $21K in Q1 2022.
294 funds tracked by Wall St. Rank held Morningstar as of Q2 2023.

Based on Bank of New Hampshire's 13F filing for Q2 2023, filed 28 Jul 2023.