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Leverage Partners Absolute Return Fund SPC’s Morningstar MORN Stock Holding History

Leverage Partners Absolute Return Fund SPC’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
-2,500
Closed -$855K – 99
2021
Q4 		$855K Sell
2,500
-500
-17% -$155K 0.49% 65
2021
Q3 		$777K Buy
+3,000
New +$788K 0.75% 45

Other funds holding MORN

Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 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 $1.37T AUM 24.88% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Leverage Partners Absolute Return Fund SPC's MORN Position: Q1 2022 in Review

Leverage Partners Absolute Return Fund SPC sold out of Morningstar (MORN) in Q1 2022, closing a stake of 2,500 shares — an estimated $855K sold.

Leverage Partners Absolute Return Fund SPC first reported a position in MORN in Q3 2021 and held it in 2 quarters. The position peaked at $855K in Q4 2021. 336 funds tracked by Wall St. Rank hold MORN as of Q1 2022.

  • Leverage Partners Absolute Return Fund SPC reported no remaining Morningstar position as of Q1 2022 after selling out during the quarter.
  • Leverage Partners Absolute Return Fund SPC sold 2,500 Morningstar shares in Q1 2022, an estimated $855K.
  • Leverage Partners Absolute Return Fund SPC first reported a position in Morningstar in Q3 2021 and held it in 2 quarters.
  • Leverage Partners Absolute Return Fund SPC's Morningstar position peaked at $855K in Q4 2021.
  • 336 funds tracked by Wall St. Rank held Morningstar as of Q1 2022.

Based on Leverage Partners Absolute Return Fund SPC's 13F filing for Q1 2022, filed 6 May 2022.