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PP
Pegasus Partners’s
Morningstar
MORN
Stock Holding History
Pegasus 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
2022
Q1
–
Sell
-983
Closed
-$336K
–
147
2021
Q4
$336K
Sell
983
-692
-41%
-$214K
0.06%
109
2021
Q3
$434K
Sell
1,675
-601
-26%
-$158K
0.08%
109
2021
Q2
$585K
Sell
2,276
-942
-29%
-$229K
0.11%
95
2021
Q1
$724K
Sell
3,218
-482
-13%
-$113K
0.16%
91
2020
Q4
$857K
Buy
3,700
+272
+8%
+$54K
0.22%
87
2020
Q3
$551K
Sell
3,428
-186
-5%
-$29.4K
0.17%
104
2020
Q2
$509K
Sell
3,614
-323
-8%
-$45.6K
0.17%
102
2020
Q1
$458K
Buy
3,937
+1,431
+57%
+$207K
0.18%
94
2019
Q4
$379K
Buy
+2,506
New
+$385K
0.12%
126
Other funds holding MORN
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$18.8B AUM
17.33%
1-Year Est. Return
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$6.9T AUM
27.45%
1-Year Est. Return
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
Los Angeles, California
$34B AUM
6.31%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
ACM
Atlanta Capital Management
Atlanta, Georgia
$22.5B AUM
9.67%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
WA
Wasatch Advisors
Salt Lake City, Utah
$15.3B AUM
25.06%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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