Connor, Clark & Lunn Investment Management (CC&L)’s Morningstar MORN Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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
2026 Q1	$1.58M	Sell	9,369 -3,666	-28%	-$681K	﹤0.01%	1023
2025 Q4	$2.83M	Sell	13,035 -4,648	-26%	-$1.01M	0.01%	830
2025 Q3	$4.1M	Buy	+17,683	New	+$4.71M	0.01%	642
2021 Q4	–	Sell	-1,238	Closed	-$321K	–	1152
2021 Q3	$321K	Sell	1,238 -1,276	-51%	-$335K	﹤0.01%	859
2021 Q2	$646K	Buy	+2,514	New	+$610K	﹤0.01%	741

Other funds holding MORN

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

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return

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

Connor, Clark & Lunn Investment Management (CC&L)'s MORN Position: Q1 2026 in Review

Connor, Clark & Lunn Investment Management (CC&L) reduced its Morningstar (MORN) stake by 28% in Q1 2026, selling an estimated $681K and leaving 9,369 shares worth $1.58M. The position accounts for ﹤0.01% of the portfolio, ranked #1023.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in MORN in Q2 2021 and has held it in 5 quarters since. The position peaked at $4.1M in Q3 2025. 444 funds tracked by Wall St. Rank hold MORN as of Q1 2026.

Connor, Clark & Lunn Investment Management (CC&L) held 9,369 shares of Morningstar worth $1.58M as of Q1 2026.
Connor, Clark & Lunn Investment Management (CC&L) sold 3,666 Morningstar shares in Q1 2026, an estimated $681K.
Morningstar made up ﹤0.01% of Connor, Clark & Lunn Investment Management (CC&L)'s portfolio in Q1 2026, its #1023 holding.
Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Morningstar in Q2 2021 and has held it in 5 quarters since.
Connor, Clark & Lunn Investment Management (CC&L)'s Morningstar position peaked at $4.1M in Q3 2025.
444 funds tracked by Wall St. Rank held Morningstar as of Q1 2026.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q1 2026, filed 11 May 2026.