Bard Financial Services’s Morningstar MORN Stock Holding History

Bard Financial Services’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
2024 Q3	–	Sell	-1,000	Closed	-$296K	–	225
2024 Q2	$296K	Hold	1,000	–	–	0.03%	184
2024 Q1	$308K	Hold	1,000	–	–	0.03%	185
2023 Q4	$286K	Hold	1,000	–	–	0.03%	192
2023 Q3	$234K	Buy	+1,000	New	+$226K	0.03%	197
2023 Q2	–	Sell	-1,000	Closed	-$203K	–	327
2023 Q1	$203K	Hold	1,000	–	–	0.02%	302
2022 Q4	$217K	Hold	1,000	–	–	0.02%	274
2022 Q3	$212K	Hold	1,000	–	–	0.02%	268
2022 Q2	$242K	Hold	1,000	–	–	0.02%	251
2022 Q1	$273K	Hold	1,000	–	–	0.02%	252
2021 Q4	$342K	Hold	1,000	–	–	0.03%	218
2021 Q3	$259K	Hold	1,000	–	–	0.02%	238
2021 Q2	$257K	Hold	1,000	–	–	0.02%	235
2021 Q1	$225K	Hold	1,000	–	–	0.02%	238
2020 Q4	$232K	Buy	+1,000	New	+$199K	0.02%	232

Other funds holding MORN

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

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

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

Select Equity Group New York $20.2B AUM 17.52% 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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bard Financial Services's MORN Position: Q3 2024 in Review

Bard Financial Services sold out of Morningstar (MORN) in Q3 2024, closing a stake of 1,000 shares — an estimated $296K sold.

Bard Financial Services first reported a position in MORN in Q4 2020 and held it in 14 quarters. The position peaked at $342K in Q4 2021. 410 funds tracked by Wall St. Rank hold MORN as of Q3 2024.

Bard Financial Services reported no remaining Morningstar position as of Q3 2024 after selling out during the quarter.
Bard Financial Services sold 1,000 Morningstar shares in Q3 2024, an estimated $296K.
Bard Financial Services first reported a position in Morningstar in Q4 2020 and held it in 14 quarters.
Bard Financial Services's Morningstar position peaked at $342K in Q4 2021.
410 funds tracked by Wall St. Rank held Morningstar as of Q3 2024.

Based on Bard Financial Services's 13F filing for Q3 2024, filed 4 Oct 2024.