Column Capital Advisors’s Morningstar MORN Stock Holding History

Column Capital 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
2023 Q3	$133K	Sell	569 -28	-5%	-$6.32K	0.02%	185
2023 Q2	$117K	Buy	597 +109	+22%	+$21.6K	0.02%	198
2023 Q1	$99.1K	Buy	488 +89	+22%	+$19.6K	0.01%	226
2022 Q4	$86.4K	Buy	399 +22	+6%	+$5.01K	0.01%	221
2022 Q3	$80K	Hold	377	–	–	0.02%	213
2022 Q2	$91K	Buy	377 +73	+24%	+$18.4K	0.02%	203
2022 Q1	$83K	Hold	304	–	–	0.02%	227
2021 Q4	$104K	Hold	304	–	–	0.02%	202
2021 Q3	$79K	Sell	304 -38	-11%	-$9.98K	0.02%	211
2021 Q2	$88K	Buy	342 +8	+2%	+$1.94K	0.02%	202
2021 Q1	$75K	Sell	334 -26	-7%	-$6.09K	0.02%	220
2020 Q4	$83K	Sell	360 -68	-16%	-$13.5K	0.02%	194
2020 Q3	$69K	Buy	428 +70	+20%	+$11.1K	0.02%	197
2020 Q2	$50K	Hold	358	–	–	0.02%	245
2020 Q1	$42K	Hold	358	–	–	0.02%	222
2019 Q4	$54K	Buy	+358	New	+$55K	0.03%	228

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Column Capital Advisors's MORN Position: Q3 2023 in Review

Column Capital Advisors reduced its Morningstar (MORN) stake by 4.7% in Q3 2023, selling an estimated $6.32K and leaving 569 shares worth $133K. The position accounts for 0.02% of the portfolio, ranked #185.

Column Capital Advisors first reported a position in MORN in Q4 2019 and has held it in 16 quarters since. 324 funds tracked by Wall St. Rank hold MORN as of Q3 2023.

Column Capital Advisors held 569 shares of Morningstar worth $133K as of Q3 2023.
Column Capital Advisors sold 28 Morningstar shares in Q3 2023, an estimated $6.32K.
Morningstar made up 0.02% of Column Capital Advisors's portfolio in Q3 2023, its #185 holding.
Column Capital Advisors first reported a position in Morningstar in Q4 2019 and has held it in 16 quarters since.
324 funds tracked by Wall St. Rank held Morningstar as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.