Fidelity International’s Morningstar MORN Stock Holding History

Fidelity International’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	–	Sell	-499	Closed	-$121K	–	861
2022 Q2	$121K	Buy	+499	New	+$126K	﹤0.01%	777
2015 Q4	–	Sell	-233,598	Closed	-$18.7M	–	509
2015 Q3	$18.7M	Sell	233,598 -57,583	-20%	-$4.7M	0.07%	255
2015 Q2	$23.2M	Buy	291,181 +29,396	+11%	+$2.25M	0.07%	242
2015 Q1	$19.6M	Buy	+261,785	New	+$18.6M	0.06%	280

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 $13.5B AUM 16.58% 1-Year Est. Return

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

Fidelity International's MORN Position: Q3 2022 in Review

Fidelity International sold out of Morningstar (MORN) in Q3 2022, closing a stake of 499 shares — an estimated $121K sold.

Fidelity International first reported a position in MORN in Q1 2015 and held it in 4 quarters. The position peaked at $23.2M in Q2 2015. 311 funds tracked by Wall St. Rank hold MORN as of Q3 2022.

Fidelity International reported no remaining Morningstar position as of Q3 2022 after selling out during the quarter.
Fidelity International sold 499 Morningstar shares in Q3 2022, an estimated $121K.
Fidelity International first reported a position in Morningstar in Q1 2015 and held it in 4 quarters.
Fidelity International's Morningstar position peaked at $23.2M in Q2 2015.
311 funds tracked by Wall St. Rank held Morningstar as of Q3 2022.

Based on Fidelity International's 13F filing for Q3 2022, filed 10 Nov 2022.