Kapitalo Investimentos’s Morningstar MORN Stock Holding History

Kapitalo Investimentos’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 Q3	–	Sell	-124	Closed	-$24.3K	–	638
2023 Q2	$24.3K	Buy	+124	New	+$24.6K	﹤0.01%	444

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kapitalo Investimentos's MORN Position: Q3 2023 in Review

Kapitalo Investimentos sold out of Morningstar (MORN) in Q3 2023, closing a stake of 124 shares — an estimated $24.3K sold.

Kapitalo Investimentos first reported a position in MORN in Q2 2023 and held it in 1 quarter. The position peaked at $24.3K in Q2 2023. 324 funds tracked by Wall St. Rank hold MORN as of Q3 2023.

Kapitalo Investimentos reported no remaining Morningstar position as of Q3 2023 after selling out during the quarter.
Kapitalo Investimentos sold 124 Morningstar shares in Q3 2023, an estimated $24.3K.
Kapitalo Investimentos first reported a position in Morningstar in Q2 2023 and held it in 1 quarter.
Kapitalo Investimentos's Morningstar position peaked at $24.3K in Q2 2023.
324 funds tracked by Wall St. Rank held Morningstar as of Q3 2023.

Based on Kapitalo Investimentos's 13F filing for Q3 2023, filed 29 Mar 2024.