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
2023 Q4	–	Sell	-400	Closed	-$93.7K	–	4938
2023 Q3	$93.7K	Buy	+400	New	+$90.3K	﹤0.01%	3422
2023 Q2	–	Sell	-5,500	Closed	-$1.12M	–	4757
2023 Q1	$1.12M	Buy	5,500 +2,800	+104%	+$616K	0.07%	1755
2022 Q4	$585K	Buy	+2,700	New	+$615K	0.03%	2367
2022 Q2	–	Sell	-800	Closed	-$219K	–	6638
2022 Q1	$219K	Sell	800 -3,700	-82%	-$1.05M	0.01%	3811
2021 Q4	$1.54M	Sell	4,500 -2,400	-35%	-$743K	0.04%	2149
2021 Q3	$1.79M	Buy	6,900 +1,200	+21%	+$315K	0.04%	2082
2021 Q2	$1.47M	Buy	5,700 +5,400	+1,800%	+$1.31M	0.04%	2190
2021 Q1	$68K	Sell	300 -5,000	-94%	-$1.17M	﹤0.01%	4417
2020 Q4	$1.23M	Buy	5,300 +2,400	+83%	+$477K	0.02%	2289
2020 Q3	$466K	Sell	2,900 -300	-9%	-$47.4K	0.01%	2917
2020 Q2	$451K	Buy	3,200 +1,800	+129%	+$254K	0.02%	2763
2020 Q1	$163K	Buy	+1,400	New	+$203K	0.01%	3012
2018 Q4	–	Sell	-100	Closed	-$13K	–	4660
2018 Q3	$13K	Buy	+100	New	+$13.5K	﹤0.01%	3950

Other funds holding MORN

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

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