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ClariVest Asset Management’s Morningstar MORN Stock Holding History

ClariVest Asset Management’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
Q3 		$1.81M Hold
6,134
– – 0.19% 153
2024
Q2 		$1.81M Buy
6,134
+14
+0.2% +$4.14K 0.19% 153
2024
Q1 		$1.89M Sell
6,120
-53
-0.9% -$15.3K 0.2% 150
2023
Q4 		$1.77M Buy
+6,173
New +$1.61M 0.1% 148

Other funds holding MORN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ClariVest Asset Management's MORN Position: Q3 2024 in Review

ClariVest Asset Management held its Morningstar (MORN) position steady in Q3 2024 at 6,134 shares worth $1.81M. The position accounts for 0.19% of the portfolio, ranked #153.

ClariVest Asset Management first reported a position in MORN in Q4 2023 and has held it in 4 quarters since. The position peaked at $1.89M in Q1 2024. 410 funds tracked by Wall St. Rank hold MORN as of Q3 2024.

  • ClariVest Asset Management held 6,134 shares of Morningstar worth $1.81M as of Q3 2024.
  • ClariVest Asset Management left its Morningstar share count unchanged in Q3 2024.
  • Morningstar made up 0.19% of ClariVest Asset Management's portfolio in Q3 2024, its #153 holding.
  • ClariVest Asset Management first reported a position in Morningstar in Q4 2023 and has held it in 4 quarters since.
  • ClariVest Asset Management's Morningstar position peaked at $1.89M in Q1 2024.
  • 410 funds tracked by Wall St. Rank held Morningstar as of Q3 2024.

Based on ClariVest Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.