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BTC Capital Management’s Morningstar MORN Stock Holding History

BTC Capital 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
2023
Q1 		– Sell
-1,247
Closed -$270K – 240
2022
Q4 		$270K Buy
1,247
+25
+2% +$5.7K 0.03% 216
2022
Q3 		$261K Buy
1,222
+6
+0.5% +$1.43K 0.03% 217
2022
Q2 		$294K Sell
1,216
-121
-9% -$30.5K 0.04% 212
2022
Q1 		$365K Sell
1,337
-131
-9% -$37K 0.04% 213
2021
Q4 		$499K Buy
+1,468
New +$454K 0.05% 177

Other funds holding MORN

Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

BTC Capital Management's MORN Position: Q1 2023 in Review

BTC Capital Management sold out of Morningstar (MORN) in Q1 2023, closing a stake of 1,247 shares — an estimated $270K sold.

BTC Capital Management first reported a position in MORN in Q4 2021 and held it in 5 quarters. The position peaked at $499K in Q4 2021. 301 funds tracked by Wall St. Rank hold MORN as of Q1 2023.

  • BTC Capital Management reported no remaining Morningstar position as of Q1 2023 after selling out during the quarter.
  • BTC Capital Management sold 1,247 Morningstar shares in Q1 2023, an estimated $270K.
  • BTC Capital Management first reported a position in Morningstar in Q4 2021 and held it in 5 quarters.
  • BTC Capital Management's Morningstar position peaked at $499K in Q4 2021.
  • 301 funds tracked by Wall St. Rank held Morningstar as of Q1 2023.

Based on BTC Capital Management's 13F filing for Q1 2023, filed 7 Apr 2023.