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Lighthouse Investment Partners’s Morningstar MORN Stock Holding History

Lighthouse Investment Partners’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
Q1 		– Sell
-5,526
Closed -$1.2M – 339
2022
Q4 		$1.2M Buy
+5,526
New +$1.26M 0.13% 123

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Morgan Stanley
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BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BlackRock
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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Lighthouse Investment Partners's MORN Position: Q1 2023 in Review

Lighthouse Investment Partners sold out of Morningstar (MORN) in Q1 2023, closing a stake of 5,526 shares — an estimated $1.2M sold.

Lighthouse Investment Partners first reported a position in MORN in Q4 2022 and held it in 1 quarter. The position peaked at $1.2M in Q4 2022. 301 funds tracked by Wall St. Rank hold MORN as of Q1 2023.

  • Lighthouse Investment Partners reported no remaining Morningstar position as of Q1 2023 after selling out during the quarter.
  • Lighthouse Investment Partners sold 5,526 Morningstar shares in Q1 2023, an estimated $1.2M.
  • Lighthouse Investment Partners first reported a position in Morningstar in Q4 2022 and held it in 1 quarter.
  • Lighthouse Investment Partners's Morningstar position peaked at $1.2M in Q4 2022.
  • 301 funds tracked by Wall St. Rank held Morningstar as of Q1 2023.

Based on Lighthouse Investment Partners's 13F filing for Q1 2023, filed 15 May 2023.