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Disciplined Investments’s Morningstar MORN Stock Holding History

Disciplined Investments’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 		– Sell
-6
Closed -$1.18K – 995
2023
Q2 		$1.18K Sell
6
-1
-14% -$198 ﹤0.01% 892
2023
Q1 		$1.42K Buy
7
+1
+17% +$220 ﹤0.01% 816
2022
Q4 		$1.3K Sell
6
-3
-33% -$684 ﹤0.01% 791
2022
Q3 		$2K Buy
9
+4
+80% +$951 ﹤0.01% 683
2022
Q2 		$1K Sell
5
-2
-29% -$504 ﹤0.01% 1014
2022
Q1 		$2K Buy
+7
New +$1.98K ﹤0.01% 742

Other funds holding MORN

Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Disciplined Investments's MORN Position: Q3 2023 in Review

Disciplined Investments sold out of Morningstar (MORN) in Q3 2023, closing a stake of 6 shares — an estimated $1.18K sold.

Disciplined Investments first reported a position in MORN in Q1 2022 and held it in 6 quarters. The position peaked at $2K in Q3 2022. 324 funds tracked by Wall St. Rank hold MORN as of Q3 2023.

  • Disciplined Investments reported no remaining Morningstar position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 6 Morningstar shares in Q3 2023, an estimated $1.18K.
  • Disciplined Investments first reported a position in Morningstar in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Morningstar position peaked at $2K in Q3 2022.
  • 324 funds tracked by Wall St. Rank held Morningstar as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.