Eaton Vance Management’s Morningstar MORN Stock Holding History

Eaton Vance Management’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	$16.7M	Buy	78,754 +4,088	+5%	+$972K	0.02%	485
2022 Q2	$18.1M	Sell	74,666 -25,337	-25%	-$6.39M	0.03%	476
2022 Q1	$27.3M	Buy	100,003 +9,177	+10%	+$2.59M	0.03%	433
2021 Q4	$31.1M	Buy	90,826 +6,680	+8%	+$2.07M	0.04%	389
2021 Q3	$21.8M	Buy	84,146 +20,932	+33%	+$5.5M	0.03%	410
2021 Q2	$16.3M	Buy	63,214 +41,770	+195%	+$10.1M	0.02%	495
2021 Q1	$4.83M	Buy	21,444 +6,196	+41%	+$1.45M	0.01%	748
2020 Q4	$3.53M	Buy	+15,248	New	+$3.03M	0.01%	794

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 $15.3B AUM 25.06% 1-Year Est. Return

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

Eaton Vance Management's MORN Position: Q3 2022 in Review

Eaton Vance Management increased its Morningstar (MORN) stake by 5.5% in Q3 2022, buying an estimated $972K and bringing the position to 78,754 shares worth $16.7M. The position accounts for 0.02% of the portfolio, ranked #485.

Eaton Vance Management first reported a position in MORN in Q4 2020 and has held it in 8 quarters since. The position peaked at $31.1M in Q4 2021. 311 funds tracked by Wall St. Rank hold MORN as of Q3 2022.

Eaton Vance Management held 78,754 shares of Morningstar worth $16.7M as of Q3 2022.
Eaton Vance Management bought 4,088 Morningstar shares in Q3 2022, an estimated $972K.
Morningstar made up 0.02% of Eaton Vance Management's portfolio in Q3 2022, its #485 holding.
Eaton Vance Management first reported a position in Morningstar in Q4 2020 and has held it in 8 quarters since.
Eaton Vance Management's Morningstar position peaked at $31.1M in Q4 2021.
311 funds tracked by Wall St. Rank held Morningstar as of Q3 2022.

Based on Eaton Vance Management's 13F filing for Q3 2022, filed 14 Nov 2022.