CCA
MORN icon

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
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return