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Boston Financial Management’s Morningstar MORN Stock Holding History

Boston Financial 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 		$22.2M Buy
65,924
+4,299
+7% +$1.47M 0.67% 46
2024
Q3 		$19.7M Buy
+61,625
New +$19.1M 0.59% 52

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

Boston Financial Management's MORN Position: Q4 2024 in Review

Boston Financial Management increased its Morningstar (MORN) stake by 7% in Q4 2024, buying an estimated $1.47M and bringing the position to 65,924 shares worth $22.2M. The position accounts for 0.67% of the portfolio, ranked #46.

Boston Financial Management first reported a position in MORN in Q3 2024 and has held it in 2 quarters since. 450 funds tracked by Wall St. Rank hold MORN as of Q4 2024.

  • Boston Financial Management held 65,924 shares of Morningstar worth $22.2M as of Q4 2024.
  • Boston Financial Management bought 4,299 Morningstar shares in Q4 2024, an estimated $1.47M.
  • Morningstar made up 0.67% of Boston Financial Management's portfolio in Q4 2024, its #46 holding.
  • Boston Financial Management first reported a position in Morningstar in Q3 2024 and has held it in 2 quarters since.
  • 450 funds tracked by Wall St. Rank held Morningstar as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.