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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
2023
Q4 		– Sell
-400
Closed -$93.7K – 4601
2023
Q3 		$93.7K Buy
+400
New +$90.3K ﹤0.01% 3422
2023
Q2 		– Sell
-5,500
Closed -$1.12M – 4389
2023
Q1 		$1.12M Buy
5,500
+2,800
+104% +$616K 0.01% 1755
2022
Q4 		$585K Buy
+2,700
New +$615K ﹤0.01% 2367
2022
Q2 		– Sell
-800
Closed -$219K – 4815
2022
Q1 		$219K Sell
800
-3,700
-82% -$1.05M ﹤0.01% 3811
2021
Q4 		$1.54M Sell
4,500
-2,400
-35% -$743K ﹤0.01% 2149
2021
Q3 		$1.79M Buy
6,900
+1,200
+21% +$315K ﹤0.01% 2082
2021
Q2 		$1.47M Buy
5,700
+5,400
+1,800% +$1.31M ﹤0.01% 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 ﹤0.01% 2289
2020
Q3 		$466K Sell
2,900
-300
-9% -$47.4K ﹤0.01% 2917
2020
Q2 		$451K Buy
3,200
+1,800
+129% +$254K ﹤0.01% 2763
2020
Q1 		$163K Buy
+1,400
New +$203K ﹤0.01% 3012
2018
Q4 		– Sell
-100
Closed -$13K – 4414
2018
Q3 		$13K Buy
+100
New +$13.5K ﹤0.01% 3950

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

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.