DekaBank Deutsche Girozentrale’s Morningstar MORN Stock Holding History

DekaBank Deutsche Girozentrale’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
2022 Q3	–	Sell	-2,900	Closed	-$687K	–	1414
2022 Q2	$687K	Hold	2,900	–	–	﹤0.01%	961
2022 Q1	$809K	Buy	2,900 +516	+22%	+$146K	﹤0.01%	953
2021 Q4	$812K	Sell	2,384 -172	-7%	-$53.2K	﹤0.01%	981
2021 Q3	$663K	Sell	2,556 -85	-3%	-$22.3K	﹤0.01%	989
2021 Q2	$664K	Hold	2,641	–	–	﹤0.01%	1001
2021 Q1	$593K	Buy	2,641 +1,041	+65%	+$244K	﹤0.01%	997
2020 Q4	$356K	Hold	1,600	–	–	﹤0.01%	1093
2020 Q3	$251K	Hold	1,600	–	–	﹤0.01%	1016
2020 Q2	$223K	Hold	1,600	–	–	﹤0.01%	891
2020 Q1	$191K	Buy	1,600 +900	+129%	+$130K	﹤0.01%	887
2019 Q4	$105K	Buy	+700	New	+$107K	﹤0.01%	1032

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

DekaBank Deutsche Girozentrale's MORN Position: Q3 2022 in Review

DekaBank Deutsche Girozentrale sold out of Morningstar (MORN) in Q3 2022, closing a stake of 2,900 shares — an estimated $687K sold.

DekaBank Deutsche Girozentrale first reported a position in MORN in Q4 2019 and held it in 11 quarters. The position peaked at $812K in Q4 2021. 311 funds tracked by Wall St. Rank hold MORN as of Q3 2022.

DekaBank Deutsche Girozentrale reported no remaining Morningstar position as of Q3 2022 after selling out during the quarter.
DekaBank Deutsche Girozentrale sold 2,900 Morningstar shares in Q3 2022, an estimated $687K.
DekaBank Deutsche Girozentrale first reported a position in Morningstar in Q4 2019 and held it in 11 quarters.
DekaBank Deutsche Girozentrale's Morningstar position peaked at $812K in Q4 2021.
311 funds tracked by Wall St. Rank held Morningstar as of Q3 2022.

Based on DekaBank Deutsche Girozentrale's 13F filing for Q3 2022, filed 2 Nov 2022.