EARNEST Partners
MORN icon

EARNEST Partners’s Morningstar MORN Stock Holding History

EARNEST 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
2023
Q4 		– Sell
-100
Closed -$23.4K – 787
2023
Q3 		$23.4K Hold
100
– – ﹤0.01% 467
2023
Q2 		$19.6K Hold
100
– – ﹤0.01% 485
2023
Q1 		$20.3K Hold
100
– – ﹤0.01% 479
2022
Q4 		$21.7K Hold
100
– – ﹤0.01% 467
2022
Q3 		$21K Hold
100
– – ﹤0.01% 442
2022
Q2 		$24K Buy
+100
New +$25.2K ﹤0.01% 429

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BlackRock
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Morgan Stanley
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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 $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

EARNEST Partners's MORN Position: Q4 2023 in Review

EARNEST Partners sold out of Morningstar (MORN) in Q4 2023, closing a stake of 100 shares — an estimated $23.4K sold.

EARNEST Partners first reported a position in MORN in Q2 2022 and held it in 6 quarters. The position peaked at $24K in Q2 2022. 353 funds tracked by Wall St. Rank hold MORN as of Q4 2023.

  • EARNEST Partners reported no remaining Morningstar position as of Q4 2023 after selling out during the quarter.
  • EARNEST Partners sold 100 Morningstar shares in Q4 2023, an estimated $23.4K.
  • EARNEST Partners first reported a position in Morningstar in Q2 2022 and held it in 6 quarters.
  • EARNEST Partners's Morningstar position peaked at $24K in Q2 2022.
  • 353 funds tracked by Wall St. Rank held Morningstar as of Q4 2023.

Based on EARNEST Partners's 13F filing for Q4 2023, filed 14 Feb 2024.