Coronation Fund Managers’s Morningstar MORN Stock Holding History

Coronation Fund Managers’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 Q2	–	Sell	-35,811	Closed	-$11M	–	123
2024 Q1	$11M	Sell	35,811 -3,522	-9%	-$1.01M	0.3%	67
2023 Q4	$11.3M	Buy	39,333 +1,662	+4%	+$433K	0.31%	73
2023 Q3	$8.82M	Sell	37,671 -3,629	-9%	-$819K	0.27%	76
2023 Q2	$8.1M	Buy	41,300 +245	+0.6%	+$48.5K	0.22%	91
2023 Q1	$8.34M	Buy	41,055 +4,281	+12%	+$941K	0.22%	85
2022 Q4	$7.96M	Buy	+36,774	New	+$8.38M	0.22%	90

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

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

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

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

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

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

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

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

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

Coronation Fund Managers's MORN Position: Q2 2024 in Review

Coronation Fund Managers sold out of Morningstar (MORN) in Q2 2024, closing a stake of 35,811 shares — an estimated $11M sold.

Coronation Fund Managers first reported a position in MORN in Q4 2022 and held it in 6 quarters. The position peaked at $11.3M in Q4 2023. 392 funds tracked by Wall St. Rank hold MORN as of Q2 2024.

Coronation Fund Managers reported no remaining Morningstar position as of Q2 2024 after selling out during the quarter.
Coronation Fund Managers sold 35,811 Morningstar shares in Q2 2024, an estimated $11M.
Coronation Fund Managers first reported a position in Morningstar in Q4 2022 and held it in 6 quarters.
Coronation Fund Managers's Morningstar position peaked at $11.3M in Q4 2023.
392 funds tracked by Wall St. Rank held Morningstar as of Q2 2024.

Based on Coronation Fund Managers's 13F filing for Q2 2024, filed 18 Jul 2024.