FourThought Financial’s Morningstar MORN Stock Holding History

FourThought Financial’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	$13K	Buy	63 +17	+37%	+$4.04K	﹤0.01%	973
2022 Q2	$11K	Buy	46 +6	+15%	+$1.51K	﹤0.01%	1001
2022 Q1	$11K	Hold	40	–	–	﹤0.01%	1024
2021 Q4	$14K	Sell	40 -4	-9%	-$1.24K	﹤0.01%	1007
2021 Q3	$11K	Hold	44	–	–	﹤0.01%	1089
2021 Q2	$11K	Sell	44 -4	-8%	-$971	﹤0.01%	1087
2021 Q1	$10K	Hold	48	–	–	﹤0.01%	1057
2020 Q4	$11K	Buy	+48	New	+$9.54K	﹤0.01%	1003

Other funds holding MORN

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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 Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FourThought Financial's MORN Position: Q3 2022 in Review

FourThought Financial increased its Morningstar (MORN) stake by 37% in Q3 2022, buying an estimated $4.04K and bringing the position to 63 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #973.

FourThought Financial first reported a position in MORN in Q4 2020 and has held it in 8 quarters since. The position peaked at $14K in Q4 2021. 313 funds tracked by Wall St. Rank hold MORN as of Q3 2022.

FourThought Financial held 63 shares of Morningstar worth $13K as of Q3 2022.
FourThought Financial bought 17 Morningstar shares in Q3 2022, an estimated $4.04K.
Morningstar made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #973 holding.
FourThought Financial first reported a position in Morningstar in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Morningstar position peaked at $14K in Q4 2021.
313 funds tracked by Wall St. Rank held Morningstar as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.