Caxton Associates (New York)’s Morningstar MORN Stock Holding History

Caxton Associates (New York)’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
2023 Q2	–	Sell	-4,138	Closed	-$840K	–	597
2023 Q1	$840K	Buy	+4,138	New	+$910K	0.13%	178
2021 Q3	–	Sell	-1,971	Closed	-$507K	–	538
2021 Q2	$507K	Buy	1,971 +1,078	+121%	+$262K	0.06%	170
2021 Q1	$201K	Buy	+893	New	+$209K	0.02%	371

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Caxton Associates (New York)'s MORN Position: Q2 2023 in Review

Caxton Associates (New York) sold out of Morningstar (MORN) in Q2 2023, closing a stake of 4,138 shares — an estimated $840K sold.

Caxton Associates (New York) first reported a position in MORN in Q1 2021 and held it in 3 quarters. The position peaked at $840K in Q1 2023. 293 funds tracked by Wall St. Rank hold MORN as of Q2 2023.

Caxton Associates (New York) reported no remaining Morningstar position as of Q2 2023 after selling out during the quarter.
Caxton Associates (New York) sold 4,138 Morningstar shares in Q2 2023, an estimated $840K.
Caxton Associates (New York) first reported a position in Morningstar in Q1 2021 and held it in 3 quarters.
Caxton Associates (New York)'s Morningstar position peaked at $840K in Q1 2023.
293 funds tracked by Wall St. Rank held Morningstar as of Q2 2023.

Based on Caxton Associates (New York)'s 13F filing for Q2 2023, filed 15 Aug 2023.