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Gradient Investments’s Morningstar MORN Stock Holding History

Gradient Investments’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
Q1 		– Sell
-11
Closed -$3.15K – 1604
2023
Q4 		$3.15K Hold
11
– – ﹤0.01% 1103
2023
Q3 		$2.58K Buy
+11
New +$2.48K ﹤0.01% 1108
2020
Q2 		– Sell
-35
Closed -$4K – 1139
2020
Q1 		$4K Buy
+35
New +$5.07K ﹤0.01% 812

Other funds holding MORN

Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Gradient Investments's MORN Position: Q1 2024 in Review

Gradient Investments sold out of Morningstar (MORN) in Q1 2024, closing a stake of 11 shares — an estimated $3.15K sold.

Gradient Investments first reported a position in MORN in Q1 2020 and held it in 3 quarters. The position peaked at $4K in Q1 2020. 385 funds tracked by Wall St. Rank hold MORN as of Q1 2024.

  • Gradient Investments reported no remaining Morningstar position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 11 Morningstar shares in Q1 2024, an estimated $3.15K.
  • Gradient Investments first reported a position in Morningstar in Q1 2020 and held it in 3 quarters.
  • Gradient Investments's Morningstar position peaked at $4K in Q1 2020.
  • 385 funds tracked by Wall St. Rank held Morningstar as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.