Caitlin John’s Morningstar MORN Stock Holding History

Caitlin John’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
2025 Q1	–	Sell	-2	Closed	-$674	–	537
2024 Q4	$674	Hold	2	–	–	﹤0.01%	768
2024 Q3	$692	Sell	2 -4,329	-100%	-$1.35M	﹤0.01%	764
2024 Q2	$1.28M	Buy	+4,331	New	+$1.28M	0.92%	27

Other funds holding MORN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Caitlin John's MORN Position: Q1 2025 in Review

Caitlin John sold out of Morningstar (MORN) in Q1 2025, closing a stake of 2 shares — an estimated $674 sold.

Caitlin John first reported a position in MORN in Q2 2024 and held it in 3 quarters. The position peaked at $1.28M in Q2 2024. 464 funds tracked by Wall St. Rank hold MORN as of Q1 2025.

Caitlin John reported no remaining Morningstar position as of Q1 2025 after selling out during the quarter.
Caitlin John sold 2 Morningstar shares in Q1 2025, an estimated $674.
Caitlin John first reported a position in Morningstar in Q2 2024 and held it in 3 quarters.
Caitlin John's Morningstar position peaked at $1.28M in Q2 2024.
464 funds tracked by Wall St. Rank held Morningstar as of Q1 2025.

Based on Caitlin John's 13F filing for Q1 2025, filed 14 May 2025.