MC
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Maverick Capital’s Morningstar MORN Stock Holding History

Maverick Capital’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
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
JP Morgan Chase
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

Maverick Capital's MORN Position: Q4 2021 in Review

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

Maverick Capital first reported a position in MORN in Q1 2021 and held it in 3 quarters. The position peaked at $855K in Q3 2021. 340 funds tracked by Wall St. Rank hold MORN as of Q4 2021.

  • Maverick Capital reported no remaining Morningstar position as of Q4 2021 after selling out during the quarter.
  • Maverick Capital sold 3,300 Morningstar shares in Q4 2021, an estimated $855K.
  • Maverick Capital first reported a position in Morningstar in Q1 2021 and held it in 3 quarters.
  • Maverick Capital's Morningstar position peaked at $855K in Q3 2021.
  • 340 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.