McIlrath & Eck’s Morningstar MORN Stock Holding History

McIlrath & Eck’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 Q3	–	Sell	-320	Closed	-$62.7K	–	899
2023 Q2	$62.7K	Sell	320 -24	-7%	-$4.75K	0.01%	221
2023 Q1	$69.8K	Hold	344	–	–	0.02%	201
2022 Q4	$74.5K	Hold	344	–	–	0.02%	189
2022 Q3	$73K	Hold	344	–	–	0.02%	189
2022 Q2	$83K	Hold	344	–	–	0.03%	160
2022 Q1	$94K	Buy	344 +3	+0.9%	+$848	0.03%	147
2021 Q4	$117K	Hold	341	–	–	0.03%	119
2021 Q3	$88K	Hold	341	–	–	0.03%	157
2021 Q2	$88K	Buy	341 +21	+7%	+$5.09K	0.03%	170
2021 Q1	$72K	Hold	320	–	–	0.03%	157
2020 Q4	$74K	Hold	320	–	–	0.03%	133
2020 Q3	$51K	Buy	+320	New	+$50.6K	0.02%	147

Other funds holding MORN

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

McIlrath & Eck's MORN Position: Q3 2023 in Review

McIlrath & Eck sold out of Morningstar (MORN) in Q3 2023, closing a stake of 320 shares — an estimated $62.7K sold.

McIlrath & Eck first reported a position in MORN in Q3 2020 and held it in 12 quarters. The position peaked at $117K in Q4 2021. 324 funds tracked by Wall St. Rank hold MORN as of Q3 2023.

McIlrath & Eck reported no remaining Morningstar position as of Q3 2023 after selling out during the quarter.
McIlrath & Eck sold 320 Morningstar shares in Q3 2023, an estimated $62.7K.
McIlrath & Eck first reported a position in Morningstar in Q3 2020 and held it in 12 quarters.
McIlrath & Eck's Morningstar position peaked at $117K in Q4 2021.
324 funds tracked by Wall St. Rank held Morningstar as of Q3 2023.

Based on McIlrath & Eck's 13F filing for Q3 2023, filed 16 Nov 2023.