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 $5.7T AUM 30.48% 1-Year Est. Return

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

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

Bank of America

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

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return