Lee Ainslie’s Morningstar MORN Stock Holding History

Lee Ainslie’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
2021 Q4	–	Sell	-3,300	Closed	-$855K	–	521
2021 Q3	$855K	Buy	3,300 +2,123	+180%	+$558K	0.01%	353
2021 Q2	$303K	Buy	1,177 +320	+37%	+$77.6K	﹤0.01%	431
2021 Q1	$193K	Buy	+857	New	+$201K	﹤0.01%	503

Other funds holding MORN

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

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

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Lee Ainslie's MORN Position: Q4 2021 in Review

Lee Ainslie sold out of Morningstar (MORN) in Q4 2021, closing a stake of 3,300 shares — an estimated $855K sold.

Lee Ainslie first reported a position in MORN in Q1 2021 and held it in 3 quarters. The position peaked at $855K in Q3 2021. 341 funds tracked by Wall St. Rank hold MORN as of Q4 2021.

Lee Ainslie reported no remaining Morningstar position as of Q4 2021 after selling out during the quarter.
Lee Ainslie sold 3,300 Morningstar shares in Q4 2021, an estimated $855K.
Lee Ainslie first reported a position in Morningstar in Q1 2021 and held it in 3 quarters.
Lee Ainslie's Morningstar position peaked at $855K in Q3 2021.
341 funds tracked by Wall St. Rank held Morningstar as of Q4 2021.

Based on Maverick Capital's 13F filing for Q4 2021, filed 14 Feb 2022.