Ellevest Inc’s Morningstar MORN Stock Holding History

Ellevest Inc’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 Q2	–	Sell	-7	Closed	-$1.42K	–	1134
2023 Q1	$1.42K	Sell	7 -81	-92%	-$17.8K	﹤0.01%	1516
2022 Q4	$19.1K	Buy	88 +34	+63%	+$7.75K	﹤0.01%	866
2022 Q3	$11K	Sell	54 -35	-39%	-$8.32K	﹤0.01%	970
2022 Q2	$22K	Buy	+89	New	+$22.4K	﹤0.01%	737

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Ellevest Inc's MORN Position: Q2 2023 in Review

Ellevest Inc sold out of Morningstar (MORN) in Q2 2023, closing a stake of 7 shares — an estimated $1.42K sold.

Ellevest Inc first reported a position in MORN in Q2 2022 and held it in 4 quarters. The position peaked at $22K in Q2 2022. 293 funds tracked by Wall St. Rank hold MORN as of Q2 2023.

Ellevest Inc reported no remaining Morningstar position as of Q2 2023 after selling out during the quarter.
Ellevest Inc sold 7 Morningstar shares in Q2 2023, an estimated $1.42K.
Ellevest Inc first reported a position in Morningstar in Q2 2022 and held it in 4 quarters.
Ellevest Inc's Morningstar position peaked at $22K in Q2 2022.
293 funds tracked by Wall St. Rank held Morningstar as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.