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Capitolis Advisors’s Morningstar MORN Stock Holding History

Capitolis Advisors’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
Q1 		– Sell
-15,596
Closed -$5.33M – 354
2021
Q4 		$5.33M Buy
15,596
+15,485
+13,950% +$4.79M 0.03% 304
2021
Q3 		$31K Buy
+111
New +$29.2K ﹤0.01% 403

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capitolis Advisors's MORN Position: Q1 2022 in Review

Capitolis Advisors sold out of Morningstar (MORN) in Q1 2022, closing a stake of 15,596 shares — an estimated $5.33M sold.

Capitolis Advisors first reported a position in MORN in Q3 2021 and held it in 2 quarters. The position peaked at $5.33M in Q4 2021. 336 funds tracked by Wall St. Rank hold MORN as of Q1 2022.

  • Capitolis Advisors reported no remaining Morningstar position as of Q1 2022 after selling out during the quarter.
  • Capitolis Advisors sold 15,596 Morningstar shares in Q1 2022, an estimated $5.33M.
  • Capitolis Advisors first reported a position in Morningstar in Q3 2021 and held it in 2 quarters.
  • Capitolis Advisors's Morningstar position peaked at $5.33M in Q4 2021.
  • 336 funds tracked by Wall St. Rank held Morningstar as of Q1 2022.

Based on Capitolis Advisors's 13F filing for Q1 2022, filed 12 May 2022.