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Money Concepts Capital’s Morningstar MORN Stock Holding History

Money Concepts 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
2022
Q4 		– Sell
-40
Closed -$8K – 3298
2022
Q3 		$8K Hold
40
– – ﹤0.01% 1106
2022
Q2 		$10K Hold
40
– – ﹤0.01% 1031
2022
Q1 		$11K Buy
+40
New +$11.3K ﹤0.01% 1895

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Money Concepts Capital's MORN Position: Q4 2022 in Review

Money Concepts Capital sold out of Morningstar (MORN) in Q4 2022, closing a stake of 40 shares — an estimated $8K sold.

Money Concepts Capital first reported a position in MORN in Q1 2022 and held it in 3 quarters. The position peaked at $11K in Q1 2022. 316 funds tracked by Wall St. Rank hold MORN as of Q4 2022.

  • Money Concepts Capital reported no remaining Morningstar position as of Q4 2022 after selling out during the quarter.
  • Money Concepts Capital sold 40 Morningstar shares in Q4 2022, an estimated $8K.
  • Money Concepts Capital first reported a position in Morningstar in Q1 2022 and held it in 3 quarters.
  • Money Concepts Capital's Morningstar position peaked at $11K in Q1 2022.
  • 316 funds tracked by Wall St. Rank held Morningstar as of Q4 2022.

Based on Money Concepts Capital's 13F filing for Q4 2022, filed 14 Feb 2023.