Group One Trading
MORN icon

Group One Trading’s Morningstar MORN Stock Holding History

Group One Trading’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
Q4 		– Sell
-850
Closed -$180K – 7786
2022
Q3 		$180K Buy
+850
New +$202K ﹤0.01% 4249
2021
Q4 		– Sell
-100
Closed -$26K – 8609
2021
Q3 		$26K Buy
+100
New +$26.3K ﹤0.01% 7013
2021
Q2 		– Sell
-100
Closed -$23K – 8400
2021
Q1 		$23K Buy
+100
New +$23.4K ﹤0.01% 6704

Other funds holding MORN

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Group One Trading's MORN Position: Q4 2022 in Review

Group One Trading sold out of Morningstar (MORN) in Q4 2022, closing a stake of 850 shares — an estimated $180K sold.

Group One Trading first reported a position in MORN in Q1 2021 and held it in 3 quarters. The position peaked at $180K in Q3 2022. 319 funds tracked by Wall St. Rank hold MORN as of Q4 2022.

  • Group One Trading reported no remaining Morningstar position as of Q4 2022 after selling out during the quarter.
  • Group One Trading sold 850 Morningstar shares in Q4 2022, an estimated $180K.
  • Group One Trading first reported a position in Morningstar in Q1 2021 and held it in 3 quarters.
  • Group One Trading's Morningstar position peaked at $180K in Q3 2022.
  • 319 funds tracked by Wall St. Rank held Morningstar as of Q4 2022.

Based on Group One Trading's 13F filing for Q4 2022, filed 9 Feb 2023.