BTW
MORN icon

Boston Trust Walden’s Morningstar MORN Stock Holding History

Boston Trust Walden’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
2022
Q2 		– Sell
-916
Closed -$250K – 381
2022
Q1 		$250K Buy
+916
New +$259K ﹤0.01% 364
2021
Q1 		– Sell
-124,865
Closed -$28.9M – 375
2020
Q4 		$28.9M Sell
124,865
-37,628
-23% -$7.47M 0.31% 115
2020
Q3 		$26.1M Buy
162,493
+7,197
+5% +$1.14M 0.33% 104
2020
Q2 		$21.9M Buy
155,296
+12,624
+9% +$1.78M 0.3% 108
2020
Q1 		$16.6M Buy
142,672
+4,075
+3% +$590K 0.26% 119
2019
Q4 		$21M Buy
138,597
+2,798
+2% +$430K 0.24% 127
2019
Q3 		$19.8M Buy
135,799
+662
+0.5% +$102K 0.25% 120
2019
Q2 		$19.5M Sell
135,137
-1,683
-1% -$232K 0.25% 117
2019
Q1 		$17.2M Buy
136,820
+874
+0.6% +$105K 0.23% 125
2018
Q4 		$14.9M Sell
135,946
-30,241
-18% -$3.54M 0.24% 121
2018
Q3 		$20.9M Sell
166,187
-50,345
-23% -$6.79M 0.29% 108
2018
Q2 		$27.8M Sell
216,532
-5,355
-2% -$612K 0.41% 78
2018
Q1 		$21.2M Sell
221,887
-14,153
-6% -$1.36M 0.32% 96
2017
Q4 		$22.9M Sell
236,040
-1,839
-0.8% -$166K 0.34% 96
2017
Q3 		$20.2M Buy
237,879
+967
+0.4% +$78.8K 0.31% 98
2017
Q2 		$18.6M Buy
236,912
+55,347
+30% +$4.18M 0.3% 112
2017
Q1 		$14.3M Sell
181,565
-17,297
-9% -$1.35M 0.22% 146
2016
Q4 		$14.6M Buy
+198,862
New +$14.6M 0.23% 151

Other funds holding MORN

Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Boston Trust Walden's MORN Position: Q2 2022 in Review

Boston Trust Walden sold out of Morningstar (MORN) in Q2 2022, closing a stake of 916 shares — an estimated $250K sold.

Boston Trust Walden first reported a position in MORN in Q4 2016 and held it in 18 quarters. The position peaked at $28.9M in Q4 2020. 324 funds tracked by Wall St. Rank hold MORN as of Q2 2022.

  • Boston Trust Walden reported no remaining Morningstar position as of Q2 2022 after selling out during the quarter.
  • Boston Trust Walden sold 916 Morningstar shares in Q2 2022, an estimated $250K.
  • Boston Trust Walden first reported a position in Morningstar in Q4 2016 and held it in 18 quarters.
  • Boston Trust Walden's Morningstar position peaked at $28.9M in Q4 2020.
  • 324 funds tracked by Wall St. Rank held Morningstar as of Q2 2022.

Based on Boston Trust Walden's 13F filing for Q2 2022, filed 22 Jul 2022.