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Beach Investment Counsel’s Morningstar MORN Stock Holding History

Beach Investment Counsel’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
Q4 		– Sell
-400
Closed -$128K – 183
2024
Q3 		$128K Hold
400
– – 0.02% 146
2024
Q2 		$118K Buy
+400
New +$118K 0.01% 149

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 $1.66T AUM 25.57% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Beach Investment Counsel's MORN Position: Q4 2024 in Review

Beach Investment Counsel sold out of Morningstar (MORN) in Q4 2024, closing a stake of 400 shares — an estimated $128K sold.

Beach Investment Counsel first reported a position in MORN in Q2 2024 and held it in 2 quarters. The position peaked at $128K in Q3 2024. 450 funds tracked by Wall St. Rank hold MORN as of Q4 2024.

  • Beach Investment Counsel reported no remaining Morningstar position as of Q4 2024 after selling out during the quarter.
  • Beach Investment Counsel sold 400 Morningstar shares in Q4 2024, an estimated $128K.
  • Beach Investment Counsel first reported a position in Morningstar in Q2 2024 and held it in 2 quarters.
  • Beach Investment Counsel's Morningstar position peaked at $128K in Q3 2024.
  • 450 funds tracked by Wall St. Rank held Morningstar as of Q4 2024.

Based on Beach Investment Counsel's 13F filing for Q4 2024, filed 27 Jan 2025.