Claris Advisors’s Morningstar MORN Stock Holding History

Claris 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
2024 Q4	–	Sell	-1	Closed	-$319	–	732
2024 Q3	$319	Buy	+1	New	+$311	﹤0.01%	809

Other funds holding MORN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Claris Advisors's MORN Position: Q4 2024 in Review

Claris Advisors sold out of Morningstar (MORN) in Q4 2024, closing a stake of 1 share — an estimated $319 sold.

Claris Advisors first reported a position in MORN in Q3 2024 and held it in 1 quarter. The position peaked at $319 in Q3 2024. 450 funds tracked by Wall St. Rank hold MORN as of Q4 2024.

Claris Advisors reported no remaining Morningstar position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 1 Morningstar share in Q4 2024, an estimated $319.
Claris Advisors first reported a position in Morningstar in Q3 2024 and held it in 1 quarter.
Claris Advisors's Morningstar position peaked at $319 in Q3 2024.
450 funds tracked by Wall St. Rank held Morningstar as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.