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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

Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Pegasus Partners's MORN Position: Q1 2022 in Review

Pegasus Partners sold out of Morningstar (MORN) in Q1 2022, closing a stake of 983 shares — an estimated $336K sold.

Pegasus Partners first reported a position in MORN in Q4 2019 and held it in 9 quarters. The position peaked at $857K in Q4 2020. 335 funds tracked by Wall St. Rank hold MORN as of Q1 2022.

  • Pegasus Partners reported no remaining Morningstar position as of Q1 2022 after selling out during the quarter.
  • Pegasus Partners sold 983 Morningstar shares in Q1 2022, an estimated $336K.
  • Pegasus Partners first reported a position in Morningstar in Q4 2019 and held it in 9 quarters.
  • Pegasus Partners's Morningstar position peaked at $857K in Q4 2020.
  • 335 funds tracked by Wall St. Rank held Morningstar as of Q1 2022.

Based on Pegasus Partners's 13F filing for Q1 2022, filed 13 May 2022.