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DT Investment Partners’s Morningstar MORN Stock Holding History

DT Investment Partners’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
Q4 		– Sell
-120
Closed -$38.3K – 600
2024
Q3 		$38.3K Hold
120
– – ﹤0.01% 279
2024
Q2 		$35.5K Buy
+120
New +$35.5K ﹤0.01% 263

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DT Investment Partners's MORN Position: Q4 2024 in Review

DT Investment Partners sold out of Morningstar (MORN) in Q4 2024, closing a stake of 120 shares — an estimated $38.3K sold.

DT Investment Partners first reported a position in MORN in Q2 2024 and held it in 2 quarters. The position peaked at $38.3K in Q3 2024. 450 funds tracked by Wall St. Rank hold MORN as of Q4 2024.

  • DT Investment Partners reported no remaining Morningstar position as of Q4 2024 after selling out during the quarter.
  • DT Investment Partners sold 120 Morningstar shares in Q4 2024, an estimated $38.3K.
  • DT Investment Partners first reported a position in Morningstar in Q2 2024 and held it in 2 quarters.
  • DT Investment Partners's Morningstar position peaked at $38.3K in Q3 2024.
  • 450 funds tracked by Wall St. Rank held Morningstar as of Q4 2024.

Based on DT Investment Partners's 13F filing for Q4 2024, filed 30 Jan 2025.