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Freedom Investment Management’s Morningstar MORN Stock Holding History

Freedom Investment 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
2023
Q1 		– Sell
-2,806
Closed -$608K – 759
2022
Q4 		$608K Sell
2,806
-2,570
-48% -$586K 0.07% 351
2022
Q3 		$1.14M Buy
5,376
+216
+4% +$51.4K 0.13% 212
2022
Q2 		$1.25M Sell
5,160
-800
-13% -$202K 0.13% 215
2022
Q1 		$1.63M Sell
5,960
-1,233
-17% -$348K 0.15% 179
2021
Q4 		$2.46M Sell
7,193
-1,016
-12% -$314K 0.18% 140
2021
Q3 		$2.13M Buy
8,209
+2,448
+42% +$643K 0.16% 162
2021
Q2 		$1.48M Buy
5,761
+2,251
+64% +$546K 0.11% 228
2021
Q1 		$790K Buy
3,510
+249
+8% +$58.4K 0.06% 379
2020
Q4 		$755K Sell
3,261
-46
-1% -$9.14K 0.08% 241
2020
Q3 		$531K Buy
3,307
+54
+2% +$8.53K 0.06% 278
2020
Q2 		$459K Buy
3,253
+456
+16% +$64.4K 0.05% 293
2020
Q1 		$440K Buy
2,797
+743
+36% +$108K 0.04% 375
2019
Q4 		$311K Sell
2,054
-157
-7% -$24.1K 0.03% 478
2019
Q3 		$323K Buy
2,211
+292
+15% +$45K 0.03% 476
2019
Q2 		$278K Sell
1,919
-143
-7% -$19.7K 0.02% 553
2019
Q1 		$260K Sell
2,062
-1,325
-39% -$159K 0.02% 559
2018
Q4 		$372K Sell
3,387
-576
-15% -$67.5K 0.03% 498
2018
Q3 		$563K Sell
3,963
-323
-8% -$43.5K 0.04% 483
2018
Q2 		$550K Sell
4,286
-341
-7% -$39K 0.03% 510
2018
Q1 		$442K Buy
4,627
+264
+6% +$25.4K 0.02% 679
2017
Q4 		$423K Buy
+4,363
New +$393K 0.02% 710

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Freedom Investment Management's MORN Position: Q1 2023 in Review

Freedom Investment Management sold out of Morningstar (MORN) in Q1 2023, closing a stake of 2,806 shares — an estimated $608K sold.

Freedom Investment Management first reported a position in MORN in Q4 2017 and held it in 21 quarters. The position peaked at $2.46M in Q4 2021. 301 funds tracked by Wall St. Rank hold MORN as of Q1 2023.

  • Freedom Investment Management reported no remaining Morningstar position as of Q1 2023 after selling out during the quarter.
  • Freedom Investment Management sold 2,806 Morningstar shares in Q1 2023, an estimated $608K.
  • Freedom Investment Management first reported a position in Morningstar in Q4 2017 and held it in 21 quarters.
  • Freedom Investment Management's Morningstar position peaked at $2.46M in Q4 2021.
  • 301 funds tracked by Wall St. Rank held Morningstar as of Q1 2023.

Based on Freedom Investment Management's 13F filing for Q1 2023, filed 15 May 2023.