Boit C.F. David’s Morningstar MORN Stock Holding History

Boit C.F. David’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	-400	Closed	-$118K	–	130
2024 Q2	$118K	Hold	400	–	–	0.06%	97
2024 Q1	$115K	Hold	400	–	–	0.06%	92
2023 Q4	$109K	Buy	+400	New	+$104K	0.06%	101

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

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 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

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

Boit C.F. David's MORN Position: Q3 2024 in Review

Boit C.F. David sold out of Morningstar (MORN) in Q3 2024, closing a stake of 400 shares — an estimated $118K sold.

Boit C.F. David first reported a position in MORN in Q4 2023 and held it in 3 quarters. The position peaked at $118K in Q2 2024. 410 funds tracked by Wall St. Rank hold MORN as of Q3 2024.

Boit C.F. David reported no remaining Morningstar position as of Q3 2024 after selling out during the quarter.
Boit C.F. David sold 400 Morningstar shares in Q3 2024, an estimated $118K.
Boit C.F. David first reported a position in Morningstar in Q4 2023 and held it in 3 quarters.
Boit C.F. David's Morningstar position peaked at $118K in Q2 2024.
410 funds tracked by Wall St. Rank held Morningstar as of Q3 2024.

Based on Boit C.F. David's 13F filing for Q3 2024, filed 7 Oct 2024.