Black Creek Investment Management’s Morningstar MORN Stock Holding History

Black Creek Investment 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 Q4	–	Sell	-2,900	Closed	-$925K	–	29
2024 Q3	$925K	Hold	2,900	–	–	0.03%	28
2024 Q2	$858K	Sell	2,900 -1,000	-26%	-$296K	0.03%	31
2024 Q1	$1.2M	Hold	3,900	–	–	0.04%	34
2023 Q4	$1.12M	Sell	3,900 -1,500	-28%	-$391K	0.04%	34
2023 Q3	$1.26M	Sell	5,400 -1,600	-23%	-$361K	0.05%	33
2023 Q2	$1.37M	Buy	7,000 +800	+13%	+$158K	0.05%	32
2023 Q1	$1.26M	Buy	6,200 +1,200	+24%	+$264K	0.05%	32
2022 Q4	$1.08M	Hold	5,000	–	–	0.05%	36
2022 Q3	$1.06M	Buy	5,000 +1,000	+25%	+$238K	0.04%	37
2022 Q2	$967K	Hold	4,000	–	–	0.03%	35
2022 Q1	$1.09M	Hold	4,000	–	–	0.03%	31
2021 Q4	$1.37M	Sell	4,000 -1,300	-25%	-$402K	0.04%	31
2021 Q3	$1.37M	Hold	5,300	–	–	0.04%	32
2021 Q2	$1.36M	Hold	5,300	–	–	0.04%	30
2021 Q1	$1.19M	Sell	5,300 -600	-10%	-$141K	0.04%	27
2020 Q4	$1.37M	Sell	5,900 -600	-9%	-$119K	0.04%	27
2020 Q3	$1.04M	Sell	6,500 -1,100	-14%	-$174K	0.04%	26
2020 Q2	$1.07M	Sell	7,600 -1,500	-16%	-$212K	0.04%	26
2020 Q1	$1.06M	Buy	9,100 +600	+7%	+$86.9K	0.04%	26
2019 Q4	$1.29M	Sell	8,500 -800	-9%	-$123K	0.04%	29
2019 Q3	$1.36M	Sell	9,300 -2,100	-18%	-$323K	0.05%	28
2019 Q2	$1.65M	Sell	11,400 -2,100	-16%	-$290K	0.05%	27
2019 Q1	$1.7M	Buy	13,500 +2,500	+23%	+$301K	0.06%	24
2018 Q4	$1.21M	Buy	11,000 +1,500	+16%	+$176K	0.04%	24
2018 Q3	$1.2M	Hold	9,500	–	–	0.04%	24
2018 Q2	$1.22M	Sell	9,500 -8,500	-47%	-$972K	0.04%	27
2018 Q1	$1.72M	Sell	18,000 -3,500	-16%	-$337K	0.06%	25
2017 Q4	$2.08M	Hold	21,500	–	–	0.08%	25
2017 Q3	$1.83M	Hold	21,500	–	–	0.08%	25
2017 Q2	$1.68M	Buy	+21,500	New	+$1.62M	0.09%	22

Other funds holding MORN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

Black Creek Investment Management's MORN Position: Q4 2024 in Review

Black Creek Investment Management sold out of Morningstar (MORN) in Q4 2024, closing a stake of 2,900 shares — an estimated $925K sold.

Black Creek Investment Management first reported a position in MORN in Q2 2017 and held it in 30 quarters. The position peaked at $2.08M in Q4 2017. 450 funds tracked by Wall St. Rank hold MORN as of Q4 2024.

Black Creek Investment Management reported no remaining Morningstar position as of Q4 2024 after selling out during the quarter.
Black Creek Investment Management sold 2,900 Morningstar shares in Q4 2024, an estimated $925K.
Black Creek Investment Management first reported a position in Morningstar in Q2 2017 and held it in 30 quarters.
Black Creek Investment Management's Morningstar position peaked at $2.08M in Q4 2017.
450 funds tracked by Wall St. Rank held Morningstar as of Q4 2024.

Based on Black Creek Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.