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Engle Capital Management’s Morningstar MORN Stock Holding History

Engle 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
2022
Q2 		– Sell
-57,000
Closed -$15.6M – 14
2022
Q1 		$15.6M Sell
57,000
-12,609
-18% -$3.56M 3.34% 11
2021
Q4 		$23.8M Buy
+69,609
New +$21.5M 4.81% 7

Other funds holding MORN

Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Engle Capital Management's MORN Position: Q2 2022 in Review

Engle Capital Management sold out of Morningstar (MORN) in Q2 2022, closing a stake of 57,000 shares — an estimated $15.6M sold.

Engle Capital Management first reported a position in MORN in Q4 2021 and held it in 2 quarters. The position peaked at $23.8M in Q4 2021. 324 funds tracked by Wall St. Rank hold MORN as of Q2 2022.

  • Engle Capital Management reported no remaining Morningstar position as of Q2 2022 after selling out during the quarter.
  • Engle Capital Management sold 57,000 Morningstar shares in Q2 2022, an estimated $15.6M.
  • Engle Capital Management first reported a position in Morningstar in Q4 2021 and held it in 2 quarters.
  • Engle Capital Management's Morningstar position peaked at $23.8M in Q4 2021.
  • 324 funds tracked by Wall St. Rank held Morningstar as of Q2 2022.

Based on Engle Capital Management's 13F filing for Q2 2022, filed 15 Aug 2022.