Morton Brown Family Wealth’s Morningstar MORN Stock Holding History

Morton Brown Family Wealth’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 Q3	–	Sell	-16	Closed	-$4K	–	293
2022 Q2	$4K	Buy	+16	New	+$4.03K	﹤0.01%	163

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

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

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

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morton Brown Family Wealth's MORN Position: Q3 2022 in Review

Morton Brown Family Wealth sold out of Morningstar (MORN) in Q3 2022, closing a stake of 16 shares — an estimated $4K sold.

Morton Brown Family Wealth first reported a position in MORN in Q2 2022 and held it in 1 quarter. The position peaked at $4K in Q2 2022. 311 funds tracked by Wall St. Rank hold MORN as of Q3 2022.

Morton Brown Family Wealth reported no remaining Morningstar position as of Q3 2022 after selling out during the quarter.
Morton Brown Family Wealth sold 16 Morningstar shares in Q3 2022, an estimated $4K.
Morton Brown Family Wealth first reported a position in Morningstar in Q2 2022 and held it in 1 quarter.
Morton Brown Family Wealth's Morningstar position peaked at $4K in Q2 2022.
311 funds tracked by Wall St. Rank held Morningstar as of Q3 2022.

Based on Morton Brown Family Wealth's 13F filing for Q3 2022, filed 31 Oct 2022.