LP
MORN icon

LMR Partners’s Morningstar MORN Stock Holding History

LMR 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
2022
Q3 		– Sell
-1,523
Closed -$368K – 1274
2022
Q2 		$368K Sell
1,523
-2,706
-64% -$682K 0.01% 977
2022
Q1 		$1.16M Sell
4,229
-86,164
-95% -$24.4M 0.01% 758
2021
Q4 		$30.9M Buy
90,393
+22,225
+33% +$6.88M 0.32% 54
2021
Q3 		$17.7M Buy
+68,168
New +$17.9M 0.2% 104

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
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
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LMR Partners's MORN Position: Q3 2022 in Review

LMR Partners sold out of Morningstar (MORN) in Q3 2022, closing a stake of 1,523 shares — an estimated $368K sold.

LMR Partners first reported a position in MORN in Q3 2021 and held it in 4 quarters. The position peaked at $30.9M in Q4 2021. 313 funds tracked by Wall St. Rank hold MORN as of Q3 2022.

  • LMR Partners reported no remaining Morningstar position as of Q3 2022 after selling out during the quarter.
  • LMR Partners sold 1,523 Morningstar shares in Q3 2022, an estimated $368K.
  • LMR Partners first reported a position in Morningstar in Q3 2021 and held it in 4 quarters.
  • LMR Partners's Morningstar position peaked at $30.9M in Q4 2021.
  • 313 funds tracked by Wall St. Rank held Morningstar as of Q3 2022.

Based on LMR Partners's 13F filing for Q3 2022, filed 14 Nov 2022.