Lloyd Advisory Services’s Morningstar MORN Stock Holding History

Lloyd Advisory Services’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 Q4	–	Sell	-3,683	Closed	-$863K	–	259
2023 Q3	$863K	Buy	+3,683	New	+$831K	0.28%	85

Other funds holding MORN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lloyd Advisory Services's MORN Position: Q4 2023 in Review

Lloyd Advisory Services sold out of Morningstar (MORN) in Q4 2023, closing a stake of 3,683 shares — an estimated $863K sold.

Lloyd Advisory Services first reported a position in MORN in Q3 2023 and held it in 1 quarter. The position peaked at $863K in Q3 2023. 353 funds tracked by Wall St. Rank hold MORN as of Q4 2023.

Lloyd Advisory Services reported no remaining Morningstar position as of Q4 2023 after selling out during the quarter.
Lloyd Advisory Services sold 3,683 Morningstar shares in Q4 2023, an estimated $863K.
Lloyd Advisory Services first reported a position in Morningstar in Q3 2023 and held it in 1 quarter.
Lloyd Advisory Services's Morningstar position peaked at $863K in Q3 2023.
353 funds tracked by Wall St. Rank held Morningstar as of Q4 2023.

Based on Lloyd Advisory Services's 13F filing for Q4 2023, filed 13 Feb 2024.