Knowledge Leaders Capital’s Morningstar MORN Stock Holding History

Knowledge Leaders 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 Q1	–	Sell	-4,595	Closed	-$1.57M	–	124
2021 Q4	$1.57M	Buy	4,595 +160	+4%	+$49.5K	1.15%	24
2021 Q3	$1.15M	Hold	4,435	–	–	0.93%	30
2021 Q2	$1.14M	Hold	4,435	–	–	0.76%	39
2021 Q1	$998K	Buy	+4,435	New	+$1.04M	0.79%	55

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

Knowledge Leaders Capital's MORN Position: Q1 2022 in Review

Knowledge Leaders Capital sold out of Morningstar (MORN) in Q1 2022, closing a stake of 4,595 shares — an estimated $1.57M sold.

Knowledge Leaders Capital first reported a position in MORN in Q1 2021 and held it in 4 quarters. The position peaked at $1.57M in Q4 2021. 336 funds tracked by Wall St. Rank hold MORN as of Q1 2022.

Knowledge Leaders Capital reported no remaining Morningstar position as of Q1 2022 after selling out during the quarter.
Knowledge Leaders Capital sold 4,595 Morningstar shares in Q1 2022, an estimated $1.57M.
Knowledge Leaders Capital first reported a position in Morningstar in Q1 2021 and held it in 4 quarters.
Knowledge Leaders Capital's Morningstar position peaked at $1.57M in Q4 2021.
336 funds tracked by Wall St. Rank held Morningstar as of Q1 2022.

Based on Knowledge Leaders Capital's 13F filing for Q1 2022, filed 3 May 2022.