Iridian Asset Management’s Morningstar MORN Stock Holding History

Iridian Asset 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 Q1	–	Sell	-4,032	Closed	-$1.38M	–	66
2021 Q4	$1.38M	Sell	4,032 -702	-15%	-$217K	0.08%	57
2021 Q3	$1.23M	Sell	4,734 -356	-7%	-$93.5K	0.04%	61
2021 Q2	$1.31M	Hold	5,090	–	–	0.02%	71
2021 Q1	$1.15M	Sell	5,090 -146,038	-97%	-$34.2M	0.02%	81
2020 Q4	$35M	Buy	151,128 +139,518	+1,202%	+$27.7M	0.64%	45
2020 Q3	$1.86M	Buy	11,610 +3,162	+37%	+$500K	0.04%	54
2020 Q2	$1.19M	Buy	+8,448	New	+$1.19M	0.03%	59

Other funds holding MORN

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Iridian Asset Management's MORN Position: Q1 2022 in Review

Iridian Asset Management sold out of Morningstar (MORN) in Q1 2022, closing a stake of 4,032 shares — an estimated $1.38M sold.

Iridian Asset Management first reported a position in MORN in Q2 2020 and held it in 7 quarters. The position peaked at $35M in Q4 2020. 336 funds tracked by Wall St. Rank hold MORN as of Q1 2022.

Iridian Asset Management reported no remaining Morningstar position as of Q1 2022 after selling out during the quarter.
Iridian Asset Management sold 4,032 Morningstar shares in Q1 2022, an estimated $1.38M.
Iridian Asset Management first reported a position in Morningstar in Q2 2020 and held it in 7 quarters.
Iridian Asset Management's Morningstar position peaked at $35M in Q4 2020.
336 funds tracked by Wall St. Rank held Morningstar as of Q1 2022.

Based on Iridian Asset Management's 13F filing for Q1 2022, filed 2 May 2022.