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Krane Funds Advisors’s Morningstar MORN Stock Holding History

Krane Funds Advisors’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
-1,165
Closed -$282K – 218
2022
Q2 		$282K Sell
1,165
-282
-19% -$71.1K 0.01% 175
2022
Q1 		$395K Buy
1,447
+305
+27% +$86.2K 0.02% 238
2021
Q4 		$391K Sell
1,142
-379
-25% -$117K 0.01% 184
2021
Q3 		$394K Sell
1,521
-799
-34% -$210K 0.01% 224
2021
Q2 		$596K Buy
+2,320
New +$563K 0.02% 139

Other funds holding MORN

Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
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
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Krane Funds Advisors's MORN Position: Q3 2022 in Review

Krane Funds Advisors sold out of Morningstar (MORN) in Q3 2022, closing a stake of 1,165 shares — an estimated $282K sold.

Krane Funds Advisors first reported a position in MORN in Q2 2021 and held it in 5 quarters. The position peaked at $596K in Q2 2021. 311 funds tracked by Wall St. Rank hold MORN as of Q3 2022.

  • Krane Funds Advisors reported no remaining Morningstar position as of Q3 2022 after selling out during the quarter.
  • Krane Funds Advisors sold 1,165 Morningstar shares in Q3 2022, an estimated $282K.
  • Krane Funds Advisors first reported a position in Morningstar in Q2 2021 and held it in 5 quarters.
  • Krane Funds Advisors's Morningstar position peaked at $596K in Q2 2021.
  • 311 funds tracked by Wall St. Rank held Morningstar as of Q3 2022.

Based on Krane Funds Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.