First Manhattan’s Morningstar MORN Stock Holding History

First Manhattan’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 Q1	–	Sell	-951	Closed	-$206K	–	1637
2022 Q4	$206K	Sell	951 -42	-4%	-$9.57K	﹤0.01%	694
2022 Q3	$210K	Hold	993	–	–	﹤0.01%	680
2022 Q2	$240K	Hold	993	–	–	﹤0.01%	679
2022 Q1	$271K	Hold	993	–	–	﹤0.01%	705
2021 Q4	$339K	Hold	993	–	–	﹤0.01%	639
2021 Q3	$257K	Hold	993	–	–	﹤0.01%	684
2021 Q2	$255K	Hold	993	–	–	﹤0.01%	691
2021 Q1	$223K	Buy	993 +42	+4%	+$9.84K	﹤0.01%	690
2020 Q4	$220K	Hold	951	–	–	﹤0.01%	650
2020 Q3	$152K	Hold	951	–	–	﹤0.01%	690
2020 Q2	$134K	Hold	951	–	–	﹤0.01%	714
2020 Q1	$110K	Hold	951	–	–	﹤0.01%	720
2019 Q4	$143K	Hold	951	–	–	﹤0.01%	737
2019 Q3	$138K	Hold	951	–	–	﹤0.01%	756
2019 Q2	$137K	Hold	951	–	–	﹤0.01%	768
2019 Q1	$119K	Hold	951	–	–	﹤0.01%	799
2018 Q4	$104K	Hold	951	–	–	﹤0.01%	796
2018 Q3	$119K	Hold	951	–	–	﹤0.01%	813
2018 Q2	$121K	Hold	951	–	–	﹤0.01%	783
2018 Q1	$90K	Hold	951	–	–	﹤0.01%	828
2017 Q4	$92K	Hold	951	–	–	﹤0.01%	870
2017 Q3	$80K	Sell	951 -318	-25%	-$25.9K	﹤0.01%	846
2017 Q2	$99K	Hold	1,269	–	–	﹤0.01%	803
2017 Q1	$99K	Hold	1,269	–	–	﹤0.01%	807
2016 Q4	$93K	Hold	1,269	–	–	﹤0.01%	812
2016 Q3	$100K	Hold	1,269	–	–	﹤0.01%	798
2016 Q2	$103K	Hold	1,269	–	–	﹤0.01%	807
2016 Q1	$112K	Hold	1,269	–	–	﹤0.01%	767
2015 Q4	$102K	Hold	1,269	–	–	﹤0.01%	811
2015 Q3	$101K	Hold	1,269	–	–	﹤0.01%	802
2015 Q2	$100K	Hold	1,269	–	–	﹤0.01%	824
2015 Q1	$95K	Hold	1,269	–	–	﹤0.01%	840
2014 Q4	$82K	Buy	+1,269	New	+$84K	﹤0.01%	881

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

First Manhattan's MORN Position: Q1 2023 in Review

First Manhattan sold out of Morningstar (MORN) in Q1 2023, closing a stake of 951 shares — an estimated $206K sold.

First Manhattan first reported a position in MORN in Q4 2014 and held it in 33 quarters. The position peaked at $339K in Q4 2021. 301 funds tracked by Wall St. Rank hold MORN as of Q1 2023.

First Manhattan reported no remaining Morningstar position as of Q1 2023 after selling out during the quarter.
First Manhattan sold 951 Morningstar shares in Q1 2023, an estimated $206K.
First Manhattan first reported a position in Morningstar in Q4 2014 and held it in 33 quarters.
First Manhattan's Morningstar position peaked at $339K in Q4 2021.
301 funds tracked by Wall St. Rank held Morningstar as of Q1 2023.

Based on First Manhattan's 13F filing for Q1 2023, filed 15 May 2023.