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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
Q2 		– Sell
-3,900
Closed -$1.2M – 4068
2024
Q1 		$1.2M Buy
+3,900
New +$1.12M ﹤0.01% 1800
2023
Q2 		– Sell
-1,000
Closed -$203K – 4387
2023
Q1 		$203K Sell
1,000
-300
-23% -$66K ﹤0.01% 3106
2022
Q4 		$282K Buy
+1,300
New +$296K ﹤0.01% 3024
2021
Q4 		– Sell
-7,800
Closed -$2.02M – 5549
2021
Q3 		$2.02M Buy
7,800
+5,400
+225% +$1.42M ﹤0.01% 1953
2021
Q2 		$617K Sell
2,400
-15,100
-86% -$3.66M ﹤0.01% 3043
2021
Q1 		$3.94M Sell
17,500
-600
-3% -$141K 0.01% 1251
2020
Q4 		$4.19M Buy
18,100
+8,500
+89% +$1.69M 0.01% 1216
2020
Q3 		$1.54M Buy
9,600
+3,500
+57% +$553K ﹤0.01% 1895
2020
Q2 		$860K Sell
6,100
-2,900
-32% -$409K ﹤0.01% 2228
2020
Q1 		$1.05M Buy
+9,000
New +$1.3M 0.01% 1495
2019
Q1 		– Sell
-2,300
Closed -$253K – 4342
2018
Q4 		$253K Sell
2,300
-10,700
-82% -$1.25M ﹤0.01% 2860
2018
Q3 		$1.64M Buy
+13,000
New +$1.75M 0.01% 1582

Other funds holding MORN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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.