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CIBC World Markets’s Morningstar MORN Stock Holding History

CIBC World Markets’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
2024
Q2 		– Sell
-6,386
Closed -$1.97M – 763
2024
Q1 		$1.97M Buy
+6,386
New +$1.84M 0.01% 509
2023
Q1 		– Sell
-5,000
Closed -$1.08M – 687
2022
Q4 		$1.08M Buy
+5,000
New +$1.14M 0.01% 583
2022
Q1 		– Sell
-9,000
Closed -$3.08M – 644
2021
Q4 		$3.08M Buy
+9,000
New +$2.79M 0.02% 335

Other funds holding MORN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIBC World Markets's MORN Position: Q2 2024 in Review

CIBC World Markets sold out of Morningstar (MORN) in Q2 2024, closing a stake of 6,386 shares — an estimated $1.97M sold.

CIBC World Markets first reported a position in MORN in Q4 2021 and held it in 3 quarters. The position peaked at $3.08M in Q4 2021. 392 funds tracked by Wall St. Rank hold MORN as of Q2 2024.

  • CIBC World Markets reported no remaining Morningstar position as of Q2 2024 after selling out during the quarter.
  • CIBC World Markets sold 6,386 Morningstar shares in Q2 2024, an estimated $1.97M.
  • CIBC World Markets first reported a position in Morningstar in Q4 2021 and held it in 3 quarters.
  • CIBC World Markets's Morningstar position peaked at $3.08M in Q4 2021.
  • 392 funds tracked by Wall St. Rank held Morningstar as of Q2 2024.

Based on CIBC World Markets's 13F filing for Q2 2024, filed 12 Aug 2024.