PEAK6 Investments’s Morningstar MORN Stock Holding History

PEAK6 Investments’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 Q1	–	Sell	-13,320	Closed	-$3.84M	–	4482
2023 Q4	$3.81M	Buy	13,320 +10,685	+406%	+$2.78M	0.01%	1033
2023 Q3	$617K	Buy	+2,635	New	+$595K	﹤0.01%	2215
2023 Q2	–	Sell	-3,118	Closed	-$633K	–	4388
2023 Q1	$633K	Buy	3,118 +2,428	+352%	+$534K	﹤0.01%	2210
2022 Q4	$149K	Buy	+690	New	+$157K	﹤0.01%	3455
2022 Q2	–	Sell	-2,563	Closed	-$700K	–	4814
2022 Q1	$700K	Buy	2,563 +1,853	+261%	+$524K	﹤0.01%	2817
2021 Q4	$243K	Buy	710 +424	+148%	+$131K	﹤0.01%	3855
2021 Q3	$75K	Sell	286 -832	-74%	-$219K	﹤0.01%	4465
2021 Q2	$288K	Buy	+1,118	New	+$271K	﹤0.01%	3717
2020 Q1	–	Sell	-4,437	Closed	-$643K	–	4362
2019 Q4	$671K	Buy	+4,437	New	+$681K	﹤0.01%	1782

Other funds holding MORN

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

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

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

PEAK6 Investments's MORN Position: Q1 2024 in Review

PEAK6 Investments sold out of Morningstar (MORN) in Q1 2024, closing a stake of 13,320 shares — an estimated $3.84M sold.

PEAK6 Investments first reported a position in MORN in Q4 2019 and held it in 9 quarters. The position peaked at $3.81M in Q4 2023. 385 funds tracked by Wall St. Rank hold MORN as of Q1 2024.

PEAK6 Investments reported no remaining Morningstar position as of Q1 2024 after selling out during the quarter.
PEAK6 Investments sold 13,320 Morningstar shares in Q1 2024, an estimated $3.84M.
PEAK6 Investments first reported a position in Morningstar in Q4 2019 and held it in 9 quarters.
PEAK6 Investments's Morningstar position peaked at $3.81M in Q4 2023.
385 funds tracked by Wall St. Rank held Morningstar as of Q1 2024.

Based on PEAK6 Investments's 13F filing for Q1 2024, filed 14 May 2024.