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Milestone Investment Advisors’s Morningstar MORN Stock Holding History

Milestone Investment Advisors’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
-96
Closed -$22.5K – 320
2023
Q3 		$22.5K Buy
+96
New +$21.7K 0.01% 249
2023
Q2 		– Sell
-96
Closed -$19.5K – 315
2023
Q1 		$19.5K Buy
+96
New +$21.1K 0.01% 266

Other funds holding MORN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Milestone Investment Advisors's MORN Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Morningstar (MORN) in Q4 2023, closing a stake of 96 shares — an estimated $22.5K sold.

Milestone Investment Advisors first reported a position in MORN in Q1 2023 and held it in 2 quarters. The position peaked at $22.5K in Q3 2023. 353 funds tracked by Wall St. Rank hold MORN as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Morningstar position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 96 Morningstar shares in Q4 2023, an estimated $22.5K.
  • Milestone Investment Advisors first reported a position in Morningstar in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Morningstar position peaked at $22.5K in Q3 2023.
  • 353 funds tracked by Wall St. Rank held Morningstar as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.