Cambridge Trust’s Morningstar MORN Stock Holding History

Cambridge Trust’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	-88	Closed	-$24K	–	915
2022 Q1	$24K	Hold	88	–	–	﹤0.01%	643
2021 Q4	$30K	Buy	+88	New	+$27.2K	﹤0.01%	620

Other funds holding MORN

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

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

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

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

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Cambridge Trust's MORN Position: Q2 2022 in Review

Cambridge Trust sold out of Morningstar (MORN) in Q2 2022, closing a stake of 88 shares — an estimated $24K sold.

Cambridge Trust first reported a position in MORN in Q4 2021 and held it in 2 quarters. The position peaked at $30K in Q4 2021. 324 funds tracked by Wall St. Rank hold MORN as of Q2 2022.

Cambridge Trust reported no remaining Morningstar position as of Q2 2022 after selling out during the quarter.
Cambridge Trust sold 88 Morningstar shares in Q2 2022, an estimated $24K.
Cambridge Trust first reported a position in Morningstar in Q4 2021 and held it in 2 quarters.
Cambridge Trust's Morningstar position peaked at $30K in Q4 2021.
324 funds tracked by Wall St. Rank held Morningstar as of Q2 2022.

Based on Cambridge Trust's 13F filing for Q2 2022, filed 16 Aug 2022.