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BTG Pactual Global Asset Management’s Morningstar MORN Stock Holding History

BTG Pactual Global Asset 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
2022
Q2 		– Sell
-5,639
Closed -$1.54M – 154
2022
Q1 		$1.54M Sell
5,639
-2,788
-33% -$788K 0.2% 89
2021
Q4 		$2.88M Buy
+8,427
New +$2.61M 2.06% 14

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

BTG Pactual Global Asset Management's MORN Position: Q2 2022 in Review

BTG Pactual Global Asset Management sold out of Morningstar (MORN) in Q2 2022, closing a stake of 5,639 shares — an estimated $1.54M sold.

BTG Pactual Global Asset Management first reported a position in MORN in Q4 2021 and held it in 2 quarters. The position peaked at $2.88M in Q4 2021. 324 funds tracked by Wall St. Rank hold MORN as of Q2 2022.

  • BTG Pactual Global Asset Management reported no remaining Morningstar position as of Q2 2022 after selling out during the quarter.
  • BTG Pactual Global Asset Management sold 5,639 Morningstar shares in Q2 2022, an estimated $1.54M.
  • BTG Pactual Global Asset Management first reported a position in Morningstar in Q4 2021 and held it in 2 quarters.
  • BTG Pactual Global Asset Management's Morningstar position peaked at $2.88M in Q4 2021.
  • 324 funds tracked by Wall St. Rank held Morningstar as of Q2 2022.

Based on BTG Pactual Global Asset Management's 13F filing for Q2 2022, filed 10 Aug 2022.