Castleview Partners’s Morningstar MORN Stock Holding History

Castleview Partners’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	-14,705	Closed	-$43	–	898
2021 Q4	$43	Buy	+14,705	New	+$4.55M	﹤0.01%	903

Other funds holding MORN

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Castleview Partners's MORN Position: Q1 2022 in Review

Castleview Partners sold out of Morningstar (MORN) in Q1 2022, closing a stake of 14,705 shares — an estimated $43 sold.

Castleview Partners first reported a position in MORN in Q4 2021 and held it in 1 quarter. The position peaked at $43 in Q4 2021. 336 funds tracked by Wall St. Rank hold MORN as of Q1 2022.

Castleview Partners reported no remaining Morningstar position as of Q1 2022 after selling out during the quarter.
Castleview Partners sold 14,705 Morningstar shares in Q1 2022, an estimated $43.
Castleview Partners first reported a position in Morningstar in Q4 2021 and held it in 1 quarter.
Castleview Partners's Morningstar position peaked at $43 in Q4 2021.
336 funds tracked by Wall St. Rank held Morningstar as of Q1 2022.

Based on Castleview Partners's 13F filing for Q1 2022, filed 16 May 2022.