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Duality Advisers’s Morningstar MORN Stock Holding History

Duality Advisers’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
-11,401
Closed -$3.52M – 337
2024
Q1 		$3.52M Sell
11,401
-2,760
-19% -$795K 0.35% 81
2023
Q4 		$4.05M Buy
+14,161
New +$3.69M 0.43% 53
2023
Q2 		– Sell
-2,601
Closed -$528K – 663
2023
Q1 		$528K Sell
2,601
-2,469
-49% -$543K 0.06% 397
2022
Q4 		$1.1M Sell
5,070
-2,462
-33% -$561K 0.12% 293
2022
Q3 		$1.6M Sell
7,532
-2,613
-26% -$621K 0.17% 232
2022
Q2 		$2.45M Buy
+10,145
New +$2.56M 0.24% 156

Other funds holding MORN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Duality Advisers's MORN Position: Q2 2024 in Review

Duality Advisers sold out of Morningstar (MORN) in Q2 2024, closing a stake of 11,401 shares — an estimated $3.52M sold.

Duality Advisers first reported a position in MORN in Q2 2022 and held it in 6 quarters. The position peaked at $4.05M in Q4 2023. 392 funds tracked by Wall St. Rank hold MORN as of Q2 2024.

  • Duality Advisers reported no remaining Morningstar position as of Q2 2024 after selling out during the quarter.
  • Duality Advisers sold 11,401 Morningstar shares in Q2 2024, an estimated $3.52M.
  • Duality Advisers first reported a position in Morningstar in Q2 2022 and held it in 6 quarters.
  • Duality Advisers's Morningstar position peaked at $4.05M in Q4 2023.
  • 392 funds tracked by Wall St. Rank held Morningstar as of Q2 2024.

Based on Duality Advisers's 13F filing for Q2 2024.