Echo Street Capital Management’s Morningstar MORN Stock Holding History

Echo Street Capital 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
2023 Q3	–	Sell	-3,862	Closed	-$757K	–	538
2023 Q2	$757K	Buy	3,862 +863	+29%	+$171K	0.01%	188
2023 Q1	$609K	Sell	2,999 -378	-11%	-$83.1K	0.01%	216
2022 Q4	$731K	Buy	+3,377	New	+$770K	0.01%	207
2022 Q3	–	Sell	-51,295	Closed	-$12.4M	–	645
2022 Q2	$12.4M	Sell	51,295 -444,569	-90%	-$112M	0.11%	90
2022 Q1	$135M	Sell	495,864 -31,497	-6%	-$8.9M	0.98%	44
2021 Q4	$180M	Sell	527,361 -23,388	-4%	-$7.24M	1.21%	24
2021 Q3	$143M	Buy	550,749 +104,492	+23%	+$27.5M	1%	41
2021 Q2	$115M	Buy	446,257 +165,736	+59%	+$40.2M	0.88%	50
2021 Q1	$63.1M	Buy	+280,521	New	+$65.7M	0.56%	76

Other funds holding MORN

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Echo Street Capital Management's MORN Position: Q3 2023 in Review

Echo Street Capital Management sold out of Morningstar (MORN) in Q3 2023, closing a stake of 3,862 shares — an estimated $757K sold.

Echo Street Capital Management first reported a position in MORN in Q1 2021 and held it in 9 quarters. The position peaked at $180M in Q4 2021. 324 funds tracked by Wall St. Rank hold MORN as of Q3 2023.

Echo Street Capital Management reported no remaining Morningstar position as of Q3 2023 after selling out during the quarter.
Echo Street Capital Management sold 3,862 Morningstar shares in Q3 2023, an estimated $757K.
Echo Street Capital Management first reported a position in Morningstar in Q1 2021 and held it in 9 quarters.
Echo Street Capital Management's Morningstar position peaked at $180M in Q4 2021.
324 funds tracked by Wall St. Rank held Morningstar as of Q3 2023.

Based on Echo Street Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.