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BCGM Wealth Management’s Morningstar MORN Stock Holding History

BCGM Wealth Management’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
-4,460
Closed -$1.32M – 157
2024
Q2 		$1.32M Sell
4,460
-40
-0.9% -$11.8K 0.46% 56
2024
Q1 		$1.39M Buy
4,500
+192
+4% +$55.3K 0.5% 53
2023
Q4 		$1.23M Buy
4,308
+73
+2% +$19K 0.5% 50
2023
Q3 		$992K Buy
4,235
+323
+8% +$72.9K 0.46% 52
2023
Q2 		$767K Buy
3,912
+359
+10% +$71.1K 0.34% 58
2023
Q1 		$721K Buy
3,553
+79
+2% +$17.4K 0.36% 58
2022
Q4 		$752K Sell
3,474
-456
-12% -$104K 0.37% 59
2022
Q3 		$914K Buy
3,930
+282
+8% +$67.1K 0.46% 49
2022
Q2 		$932K Buy
3,648
+47
+1% +$11.8K 0.47% 47
2022
Q1 		$912K Buy
3,601
+360
+11% +$102K 0.5% 48
2021
Q4 		$1.11M Buy
3,241
+198
+7% +$61.3K 0.6% 39
2021
Q3 		$964K Buy
3,043
+408
+15% +$107K 0.54% 47
2021
Q2 		$666K Buy
2,635
+305
+13% +$74K 0.39% 57
2021
Q1 		$549K Buy
2,330
+451
+24% +$106K 0.38% 56
2020
Q4 		$466K Buy
+1,879
New +$373K 0.33% 53

Other funds holding MORN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BCGM Wealth Management's MORN Position: Q3 2024 in Review

BCGM Wealth Management sold out of Morningstar (MORN) in Q3 2024, closing a stake of 4,460 shares — an estimated $1.32M sold.

BCGM Wealth Management first reported a position in MORN in Q4 2020 and held it in 15 quarters. The position peaked at $1.39M in Q1 2024. 410 funds tracked by Wall St. Rank hold MORN as of Q3 2024.

  • BCGM Wealth Management reported no remaining Morningstar position as of Q3 2024 after selling out during the quarter.
  • BCGM Wealth Management sold 4,460 Morningstar shares in Q3 2024, an estimated $1.32M.
  • BCGM Wealth Management first reported a position in Morningstar in Q4 2020 and held it in 15 quarters.
  • BCGM Wealth Management's Morningstar position peaked at $1.39M in Q1 2024.
  • 410 funds tracked by Wall St. Rank held Morningstar as of Q3 2024.

Based on BCGM Wealth Management's 13F filing for Q3 2024, filed 6 Nov 2024.