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PDT Partners’s Morningstar MORN Stock Holding History

PDT Partners’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
Q2 		– Sell
-2,311
Closed -$713K – 717
2024
Q1 		$713K Hold
2,311
– – 0.07% 392
2023
Q4 		$662K Hold
2,311
– – 0.07% 360
2023
Q3 		$541K Sell
2,311
-8
-0.3% -$1.81K 0.07% 400
2023
Q2 		$455K Sell
2,319
-3,633
-61% -$719K 0.06% 389
2023
Q1 		$1.21M Buy
5,952
+3,849
+183% +$846K 0.16% 219
2022
Q4 		$455K Buy
+2,103
New +$479K 0.07% 411
2021
Q4 		– Sell
-1,800
Closed -$466K – 959
2021
Q3 		$466K Buy
+1,800
New +$473K 0.03% 495
2015
Q1 		– Sell
-5,800
Closed -$375K – 1407
2014
Q4 		$375K Buy
+5,800
New +$384K 0.04% 492
2014
Q3 		– Sell
-3,800
Closed -$273K – 1478
2014
Q2 		$273K Sell
3,800
-4,408
-54% -$322K 0.01% 1225
2014
Q1 		$649K Sell
8,208
-15,127
-65% -$1.2M 0.02% 828
2013
Q4 		$1.82M Buy
23,335
+12,009
+106% +$955K 0.22% 112
2013
Q3 		$898K Sell
11,326
-3,513
-24% -$272K 0.02% 809
2013
Q2 		$1.15M Buy
+14,839
New +$1.03M 0.03% 763

Other funds holding MORN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

PDT Partners's MORN Position: Q2 2024 in Review

PDT Partners sold out of Morningstar (MORN) in Q2 2024, closing a stake of 2,311 shares — an estimated $713K sold.

PDT Partners first reported a position in MORN in Q2 2013 and held it in 13 quarters. The position peaked at $1.82M in Q4 2013. 392 funds tracked by Wall St. Rank hold MORN as of Q2 2024.

  • PDT Partners reported no remaining Morningstar position as of Q2 2024 after selling out during the quarter.
  • PDT Partners sold 2,311 Morningstar shares in Q2 2024, an estimated $713K.
  • PDT Partners first reported a position in Morningstar in Q2 2013 and held it in 13 quarters.
  • PDT Partners's Morningstar position peaked at $1.82M in Q4 2013.
  • 392 funds tracked by Wall St. Rank held Morningstar as of Q2 2024.

Based on PDT Partners's 13F filing for Q2 2024, filed 15 Aug 2024.