MIFH
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Migdal Insurance & Financial Holdings’s Morningstar MORN Stock Holding History

Migdal Insurance & Financial Holdings’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
2024
Q3 		– Sell
-24
Closed -$7K – 480
2024
Q2 		$7K Buy
+24
New +$7.1K ﹤0.01% 447

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Morgan Stanley
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Select Equity Group
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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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Migdal Insurance & Financial Holdings's MORN Position: Q3 2024 in Review

Migdal Insurance & Financial Holdings sold out of Morningstar (MORN) in Q3 2024, closing a stake of 24 shares — an estimated $7K sold.

Migdal Insurance & Financial Holdings first reported a position in MORN in Q2 2024 and held it in 1 quarter. The position peaked at $7K in Q2 2024. 410 funds tracked by Wall St. Rank hold MORN as of Q3 2024.

  • Migdal Insurance & Financial Holdings reported no remaining Morningstar position as of Q3 2024 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 24 Morningstar shares in Q3 2024, an estimated $7K.
  • Migdal Insurance & Financial Holdings first reported a position in Morningstar in Q2 2024 and held it in 1 quarter.
  • Migdal Insurance & Financial Holdings's Morningstar position peaked at $7K in Q2 2024.
  • 410 funds tracked by Wall St. Rank held Morningstar as of Q3 2024.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q3 2024, filed 4 Nov 2024.