Ground Swell Capital’s Morningstar MORN Stock Holding History

Ground Swell Capital’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	-948	Closed	-$229K	–	163
2022 Q2	$229K	Buy	+948	New	+$239K	0.42%	72
2021 Q4	–	Sell	-1,443	Closed	-$374K	–	94
2021 Q3	$374K	Buy	+1,443	New	+$379K	1.61%	15
2014 Q3	–	Sell	-40	Closed	-$3K	–	2627
2014 Q2	$3K	Buy	+40	New	+$2.92K	0.01%	1314

Other funds holding MORN

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

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 Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ground Swell Capital's MORN Position: Q3 2022 in Review

Ground Swell Capital sold out of Morningstar (MORN) in Q3 2022, closing a stake of 948 shares — an estimated $229K sold.

Ground Swell Capital first reported a position in MORN in Q2 2014 and held it in 3 quarters. The position peaked at $374K in Q3 2021. 311 funds tracked by Wall St. Rank hold MORN as of Q3 2022.

Ground Swell Capital reported no remaining Morningstar position as of Q3 2022 after selling out during the quarter.
Ground Swell Capital sold 948 Morningstar shares in Q3 2022, an estimated $229K.
Ground Swell Capital first reported a position in Morningstar in Q2 2014 and held it in 3 quarters.
Ground Swell Capital's Morningstar position peaked at $374K in Q3 2021.
311 funds tracked by Wall St. Rank held Morningstar as of Q3 2022.

Based on Ground Swell Capital's 13F filing for Q3 2022, filed 14 Nov 2022.