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Fred Alger Management’s Morningstar MORN Stock Holding History

Fred Alger 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
Q3 		– Sell
-65
Closed -$16K – 548
2022
Q2 		$16K Hold
65
– – ﹤0.01% 495
2022
Q1 		$18K Buy
+65
New +$18.4K ﹤0.01% 489
2019
Q1 		– Sell
-205
Closed -$23K – 548
2018
Q4 		$23K Hold
205
– – ﹤0.01% 447
2018
Q3 		$26K Buy
+205
New +$27.6K ﹤0.01% 456

Other funds holding MORN

Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 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 $1.55T AUM 33.47% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
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
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fred Alger Management's MORN Position: Q3 2022 in Review

Fred Alger Management sold out of Morningstar (MORN) in Q3 2022, closing a stake of 65 shares — an estimated $16K sold.

Fred Alger Management first reported a position in MORN in Q3 2018 and held it in 4 quarters. The position peaked at $26K in Q3 2018. 311 funds tracked by Wall St. Rank hold MORN as of Q3 2022.

  • Fred Alger Management reported no remaining Morningstar position as of Q3 2022 after selling out during the quarter.
  • Fred Alger Management sold 65 Morningstar shares in Q3 2022, an estimated $16K.
  • Fred Alger Management first reported a position in Morningstar in Q3 2018 and held it in 4 quarters.
  • Fred Alger Management's Morningstar position peaked at $26K in Q3 2018.
  • 311 funds tracked by Wall St. Rank held Morningstar as of Q3 2022.

Based on Fred Alger Management's 13F filing for Q3 2022, filed 15 Nov 2022.