Cannell & Spears’s Morningstar MORN Stock Holding History

Cannell & Spears’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	-782	Closed	-$263K	–	411
2024 Q4	$263K	Sell	782 -8	-1%	-$2.73K	0.01%	351
2024 Q3	$252K	Hold	790	–	–	0.01%	356
2024 Q2	$234K	Sell	790 -6	-0.8%	-$1.78K	﹤0.01%	333
2024 Q1	$245K	Hold	796	–	–	0.01%	339
2023 Q4	$228K	Buy	+796	New	+$207K	0.02%	197
2022 Q3	–	Sell	-830	Closed	-$201K	–	206
2022 Q2	$201K	Sell	830 -9	-1%	-$2.27K	0.02%	202
2022 Q1	$229K	Sell	839 -47	-5%	-$13.3K	0.02%	202
2021 Q4	$303K	Sell	886 -720	-45%	-$223K	0.02%	183
2021 Q3	$416K	Hold	1,606	–	–	0.03%	156
2021 Q2	$413K	Hold	1,606	–	–	0.03%	163
2021 Q1	$361K	Sell	1,606 -376	-19%	-$88.1K	0.03%	165
2020 Q4	$459K	Sell	1,982 -76	-4%	-$15.1K	0.04%	142
2020 Q3	$331K	Buy	2,058 +421	+26%	+$66.5K	0.03%	164
2020 Q2	$231K	Buy	+1,637	New	+$231K	0.02%	193

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

Cannell & Spears's MORN Position: Q1 2025 in Review

Cannell & Spears sold out of Morningstar (MORN) in Q1 2025, closing a stake of 782 shares — an estimated $263K sold.

Cannell & Spears first reported a position in MORN in Q2 2020 and held it in 14 quarters. The position peaked at $459K in Q4 2020. 464 funds tracked by Wall St. Rank hold MORN as of Q1 2025.

Cannell & Spears reported no remaining Morningstar position as of Q1 2025 after selling out during the quarter.
Cannell & Spears sold 782 Morningstar shares in Q1 2025, an estimated $263K.
Cannell & Spears first reported a position in Morningstar in Q2 2020 and held it in 14 quarters.
Cannell & Spears's Morningstar position peaked at $459K in Q4 2020.
464 funds tracked by Wall St. Rank held Morningstar as of Q1 2025.

Based on Cannell & Spears's 13F filing for Q1 2025, filed 14 May 2025.