First PREMIER Bank’s Morningstar MORN Stock Holding History

First PREMIER Bank’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
2024 Q2	–	Sell	-7	Closed	-$2K	–	464
2024 Q1	$2K	Buy	+7	New	+$2.02K	﹤0.01%	454

Other funds holding MORN

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

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

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

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

BAMCO Inc New York $33.1B AUM 11.16% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

First PREMIER Bank's MORN Position: Q2 2024 in Review

First PREMIER Bank sold out of Morningstar (MORN) in Q2 2024, closing a stake of 7 shares — an estimated $2K sold.

First PREMIER Bank first reported a position in MORN in Q1 2024 and held it in 1 quarter. The position peaked at $2K in Q1 2024. 392 funds tracked by Wall St. Rank hold MORN as of Q2 2024.

First PREMIER Bank reported no remaining Morningstar position as of Q2 2024 after selling out during the quarter.
First PREMIER Bank sold 7 Morningstar shares in Q2 2024, an estimated $2K.
First PREMIER Bank first reported a position in Morningstar in Q1 2024 and held it in 1 quarter.
First PREMIER Bank's Morningstar position peaked at $2K in Q1 2024.
392 funds tracked by Wall St. Rank held Morningstar as of Q2 2024.

Based on First PREMIER Bank's 13F filing for Q2 2024, filed 17 Jul 2024.