City Holding Co’s Morningstar MORN Stock Holding History

City Holding Co’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	-62	Closed	-$12.6K	–	541
2023 Q1	$12.6K	Hold	62	–	–	﹤0.01%	418
2022 Q4	$13.4K	Hold	62	–	–	﹤0.01%	408
2022 Q3	$13K	Hold	62	–	–	﹤0.01%	416
2022 Q2	$15K	Hold	62	–	–	﹤0.01%	387
2022 Q1	$17K	Hold	62	–	–	﹤0.01%	399
2021 Q4	$17K	Hold	62	–	–	﹤0.01%	393
2021 Q3	$16K	Hold	62	–	–	﹤0.01%	395
2021 Q2	$16K	Hold	62	–	–	﹤0.01%	401
2021 Q1	$14K	Hold	62	–	–	﹤0.01%	407
2020 Q4	$14K	Hold	62	–	–	﹤0.01%	383
2020 Q3	$10K	Hold	62	–	–	﹤0.01%	388
2020 Q2	$9K	Hold	62	–	–	﹤0.01%	393
2020 Q1	$7K	Hold	62	–	–	﹤0.01%	400
2019 Q4	$9K	Hold	62	–	–	﹤0.01%	397
2019 Q3	$9K	Hold	62	–	–	﹤0.01%	402
2019 Q2	$9K	Hold	62	–	–	﹤0.01%	390
2019 Q1	$8K	Hold	62	–	–	﹤0.01%	389
2018 Q4	$7K	Hold	62	–	–	﹤0.01%	388
2018 Q3	$8K	Hold	62	–	–	﹤0.01%	402
2018 Q2	$8K	Hold	62	–	–	﹤0.01%	402
2018 Q1	$6K	Hold	62	–	–	﹤0.01%	440
2017 Q4	$6K	Hold	62	–	–	﹤0.01%	448
2017 Q3	$5K	Hold	62	–	–	﹤0.01%	462
2017 Q2	$5K	Hold	62	–	–	﹤0.01%	470
2017 Q1	$5K	Hold	62	–	–	﹤0.01%	466
2016 Q4	$5K	Hold	62	–	–	﹤0.01%	443
2016 Q3	$5K	Hold	62	–	–	﹤0.01%	434
2016 Q2	$5K	Buy	+62	New	+$5.18K	﹤0.01%	449

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

City Holding Co's MORN Position: Q2 2023 in Review

City Holding Co sold out of Morningstar (MORN) in Q2 2023, closing a stake of 62 shares — an estimated $12.6K sold.

City Holding Co first reported a position in MORN in Q2 2016 and held it in 28 quarters. The position peaked at $17K in Q1 2022. 293 funds tracked by Wall St. Rank hold MORN as of Q2 2023.

City Holding Co reported no remaining Morningstar position as of Q2 2023 after selling out during the quarter.
City Holding Co sold 62 Morningstar shares in Q2 2023, an estimated $12.6K.
City Holding Co first reported a position in Morningstar in Q2 2016 and held it in 28 quarters.
City Holding Co's Morningstar position peaked at $17K in Q1 2022.
293 funds tracked by Wall St. Rank held Morningstar as of Q2 2023.

Based on City Holding Co's 13F filing for Q2 2023, filed 13 Jul 2023.