Perpetual Ltd’s Morningstar MORN Stock Holding History

Perpetual Ltd’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 Q2	–	Sell	-392,108	Closed	-$79.6M	–	493
2023 Q1	$79.6M	Buy	+392,108	New	+$86.2M	0.69%	53

Other funds holding MORN

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Perpetual Ltd's MORN Position: Q2 2023 in Review

Perpetual Ltd sold out of Morningstar (MORN) in Q2 2023, closing a stake of 392,108 shares — an estimated $79.6M sold.

Perpetual Ltd first reported a position in MORN in Q1 2023 and held it in 1 quarter. The position peaked at $79.6M in Q1 2023. 294 funds tracked by Wall St. Rank hold MORN as of Q2 2023.

Perpetual Ltd reported no remaining Morningstar position as of Q2 2023 after selling out during the quarter.
Perpetual Ltd sold 392,108 Morningstar shares in Q2 2023, an estimated $79.6M.
Perpetual Ltd first reported a position in Morningstar in Q1 2023 and held it in 1 quarter.
Perpetual Ltd's Morningstar position peaked at $79.6M in Q1 2023.
294 funds tracked by Wall St. Rank held Morningstar as of Q2 2023.

Based on Perpetual Ltd's 13F filing for Q2 2023, filed 13 Jul 2023.