MIM
ETRN

Morningstar Investment Management’s Equitrans Midstream Corporation Common Stock ETRN Stock Holding History

Morningstar Investment Management’s Portfolio ETRN Stock Details ETRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-172,183
Closed -$2.23M – 243
2024
Q2 		$2.23M Sell
172,183
-38,077
-18% -$511K 0.23% 47
2024
Q1 		$2.63M Hold
210,260
– – 0.28% 46
2023
Q4 		$2.14M Hold
210,260
– – 0.25% 50
2023
Q3 		$1.97M Hold
210,260
– – 0.27% 38
2023
Q2 		$2.01M Sell
210,260
-30,473
-13% -$205K 0.27% 34
2023
Q1 		$1.39M Sell
240,733
-16,059
-6% -$103K 0.2% 40
2022
Q4 		$1.72M Sell
256,792
-18,140
-7% -$141K 0.29% 37
2022
Q3 		$2.06M Hold
274,932
– – 0.39% 34
2022
Q2 		$1.75M Sell
274,932
-74,763
-21% -$577K 0.33% 36
2022
Q1 		$2.95M Buy
349,695
+126,966
+57% +$1.05M 0.55% 32
2021
Q4 		$2.3M Sell
222,729
-58,502
-21% -$606K 0.35% 40
2021
Q3 		$2.91M Buy
281,231
+7,385
+3% +$65.1K 0.49% 34
2021
Q2 		$2.33M Buy
+273,846
New +$2.32M 0.26% 42

Other funds holding ETRN

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
MIM
MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return

Morningstar Investment Management's ETRN Position: Q3 2024 in Review

Morningstar Investment Management sold out of Equitrans Midstream Corporation Common Stock (ETRN) in Q3 2024, closing a stake of 172,183 shares — an estimated $2.23M sold.

Morningstar Investment Management first reported a position in ETRN in Q2 2021 and held it in 13 quarters. The position peaked at $2.95M in Q1 2022. 5 funds tracked by Wall St. Rank hold ETRN as of Q3 2024.

  • Morningstar Investment Management reported no remaining Equitrans Midstream Corporation Common Stock position as of Q3 2024 after selling out during the quarter.
  • Morningstar Investment Management sold 172,183 Equitrans Midstream Corporation Common Stock shares in Q3 2024, an estimated $2.23M.
  • Morningstar Investment Management first reported a position in Equitrans Midstream Corporation Common Stock in Q2 2021 and held it in 13 quarters.
  • Morningstar Investment Management's Equitrans Midstream Corporation Common Stock position peaked at $2.95M in Q1 2022.
  • 5 funds tracked by Wall St. Rank held Equitrans Midstream Corporation Common Stock as of Q3 2024.

Based on Morningstar Investment Management's 13F filing for Q3 2024, filed 12 Nov 2024.