Credit Suisse’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $14.8M | Buy |
47,934
+328
| +0.7% | +$94.5K | 0.01% | 748 |
|
|
2023
Q4 | $13.6M | Sell |
47,606
-805
| -2% | -$210K | 0.01% | 794 |
|
|
2023
Q3 | $11.3M | Sell |
48,411
-628
| -1% | -$142K | 0.01% | 851 |
|
|
2023
Q2 | $9.62M | Buy |
49,039
+2,285
| +5% | +$452K | 0.01% | 946 |
|
|
2023
Q1 | $9.49M | Buy |
46,754
+2,176
| +5% | +$478K | 0.01% | 959 |
|
|
2022
Q4 | $9.66M | Buy |
44,578
+12,817
| +40% | +$2.92M | 0.01% | 949 |
|
|
2022
Q3 | $6.74M | Buy |
31,761
+287
| +0.9% | +$68.3K | 0.01% | 1101 |
|
|
2022
Q2 | $7.61M | Buy |
31,474
+1,034
| +3% | +$261K | 0.01% | 1056 |
|
|
2022
Q1 | $8.32M | Buy |
30,440
+4,161
| +16% | +$1.18M | 0.01% | 1127 |
|
|
2021
Q4 | $8.99M | Sell |
26,279
-4,378
| -14% | -$1.36M | ﹤0.01% | 1582 |
|
|
2021
Q3 | $7.94M | Buy |
30,657
+41
| +0.1% | +$10.8K | ﹤0.01% | 1700 |
|
|
2021
Q2 | $7.87M | Sell |
30,616
-1,995
| -6% | -$484K | ﹤0.01% | 1724 |
|
|
2021
Q1 | $7.34M | Buy |
32,611
+3,838
| +13% | +$899K | ﹤0.01% | 1792 |
|
|
2020
Q4 | $6.66M | Buy |
28,773
+3,772
| +15% | +$749K | ﹤0.01% | 1873 |
|
|
2020
Q3 | $4.02M | Buy |
25,001
+13
| +0.1% | +$2.05K | ﹤0.01% | 1939 |
|
|
2020
Q2 | $3.52M | Buy |
24,988
+549
| +2% | +$77.5K | ﹤0.01% | 1941 |
|
|
2020
Q1 | $2.84M | Buy |
24,439
+654
| +3% | +$94.8K | ﹤0.01% | 1893 |
|
|
2019
Q4 | $3.6M | Buy |
23,785
+2,537
| +12% | +$390K | ﹤0.01% | 2134 |
|
|
2019
Q3 | $3.1M | Sell |
21,248
-1,666
| -7% | -$256K | ﹤0.01% | 2133 |
|
|
2019
Q2 | $3.31M | Buy |
22,914
+4,533
| +25% | +$626K | ﹤0.01% | 2076 |
|
|
2019
Q1 | $2.31M | Sell |
18,381
-8,041
| -30% | -$967K | ﹤0.01% | 2270 |
|
|
2018
Q4 | $2.9M | Sell |
26,422
-4,255
| -14% | -$499K | ﹤0.01% | 1974 |
|
|
2018
Q3 | $3.86M | Buy |
30,677
+7,009
| +30% | +$945K | ﹤0.01% | 1873 |
|
|
2018
Q2 | $3.04M | Buy |
23,668
+2,469
| +12% | +$282K | ﹤0.01% | 2116 |
|
|
2018
Q1 | $2.02M | Buy |
21,199
+4,467
| +27% | +$430K | ﹤0.01% | 2413 |
|
|
2017
Q4 | $1.62M | Buy |
16,732
+3,119
| +23% | +$281K | ﹤0.01% | 2611 |
|
|
2017
Q3 | $1.16M | Buy |
13,613
+964
| +8% | +$78.6K | ﹤0.01% | 2986 |
|
|
2017
Q2 | $991K | Sell |
12,649
-3,137
| -20% | -$237K | ﹤0.01% | 2702 |
|
|
2017
Q1 | $1.24M | Sell |
15,786
-6,647
| -30% | -$517K | ﹤0.01% | 2700 |
|
|
2016
Q4 | $1.65M | Sell |
22,433
-2,586
| -10% | -$190K | ﹤0.01% | 2588 |
|
|
2016
Q3 | $1.98M | Buy |
25,019
+9,335
| +60% | +$767K | ﹤0.01% | 2384 |
|
|
2016
Q2 | $1.28M | Sell |
15,684
-3,020
| -16% | -$252K | ﹤0.01% | 2706 |
|
|
2016
Q1 | $1.65M | Sell |
18,704
-5,640
| -23% | -$450K | ﹤0.01% | 2353 |
|
|
2015
Q4 | $1.96M | Buy |
24,344
+7,611
| +45% | +$617K | ﹤0.01% | 2292 |
|
|
2015
Q3 | $1.34M | Buy |
16,733
+8,286
| +98% | +$676K | ﹤0.01% | 2559 |
|
|
2015
Q2 | $672K | Sell |
8,447
-5,224
| -38% | -$400K | ﹤0.01% | 3496 |
|
|
2015
Q1 | $1.02M | Sell |
13,671
-13,798
| -50% | -$979K | ﹤0.01% | 2952 |
|
|
2014
Q4 | $1.78M | Buy |
27,469
+7,872
| +40% | +$521K | ﹤0.01% | 2641 |
|
|
2014
Q3 | $1.33M | Sell |
19,597
-32,881
| -63% | -$2.25M | ﹤0.01% | 2801 |
|
|
2014
Q2 | $3.77M | Buy |
52,478
+16,765
| +47% | +$1.23M | ﹤0.01% | 2202 |
|
|
2014
Q1 | $2.82M | Sell |
35,713
-26,774
| -43% | -$2.13M | ﹤0.01% | 2245 |
|
|
2013
Q4 | $4.88M | Buy |
62,487
+41,244
| +194% | +$3.28M | ﹤0.01% | 1861 |
|
|
2013
Q3 | $1.68M | Sell |
21,243
-6,269
| -23% | -$485K | ﹤0.01% | 2543 |
|
|
2013
Q2 | $2.13M | Buy |
+27,512
| New | +$1.91M | ﹤0.01% | 2217 |
|
Other funds holding MORN
Credit Suisse's MORN Position: Q1 2024 in Review
Credit Suisse increased its Morningstar (MORN) stake by 0.69% in Q1 2024, buying an estimated $94.5K and bringing the position to 47,934 shares worth $14.8M. The position accounts for 0.01% of the portfolio, ranked #748.
Credit Suisse first reported a position in MORN in Q2 2013 and has held it in 44 quarters since. 385 funds tracked by Wall St. Rank hold MORN as of Q1 2024.
- Credit Suisse held 47,934 shares of Morningstar worth $14.8M as of Q1 2024.
- Credit Suisse bought 328 Morningstar shares in Q1 2024, an estimated $94.5K.
- Morningstar made up 0.01% of Credit Suisse's portfolio in Q1 2024, its #748 holding.
- Credit Suisse first reported a position in Morningstar in Q2 2013 and has held it in 44 quarters since.
- 385 funds tracked by Wall St. Rank held Morningstar as of Q1 2024.
Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.