NewEdge Wealth’s Morningstar MORN Stock Holding History

NewEdge 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
2024 Q3	–	Sell	-38,203	Closed	-$11.3M	–	889
2024 Q2	$11.3M	Buy	+38,203	New	+$11.3M	0.24%	99

Other funds holding MORN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

NewEdge Wealth's MORN Position: Q3 2024 in Review

NewEdge Wealth sold out of Morningstar (MORN) in Q3 2024, closing a stake of 38,203 shares — an estimated $11.3M sold.

NewEdge Wealth first reported a position in MORN in Q2 2024 and held it in 1 quarter. The position peaked at $11.3M in Q2 2024. 410 funds tracked by Wall St. Rank hold MORN as of Q3 2024.

NewEdge Wealth reported no remaining Morningstar position as of Q3 2024 after selling out during the quarter.
NewEdge Wealth sold 38,203 Morningstar shares in Q3 2024, an estimated $11.3M.
NewEdge Wealth first reported a position in Morningstar in Q2 2024 and held it in 1 quarter.
NewEdge Wealth's Morningstar position peaked at $11.3M in Q2 2024.
410 funds tracked by Wall St. Rank held Morningstar as of Q3 2024.

Based on NewEdge Wealth's 13F filing for Q3 2024, filed 12 Nov 2024.