Pictet Asset Management (Switzerland)’s Morningstar MORN Stock Holding History

Pictet Asset Management (Switzerland)’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	$540K	Sell	2,752 -261	-9%	-$51.7K	﹤0.01%	1207
2023 Q1	$612K	Hold	3,013	–	–	﹤0.01%	1158
2022 Q4	$653K	Buy	3,013 +1,321	+78%	+$301K	﹤0.01%	1133
2022 Q3	$359K	Buy	1,692 +162	+11%	+$38.5K	﹤0.01%	1176
2022 Q2	$370K	Hold	1,530	–	–	﹤0.01%	1198
2022 Q1	$418K	Hold	1,530	–	–	﹤0.01%	1220
2021 Q4	$523K	Hold	1,530	–	–	﹤0.01%	1189
2021 Q3	$396K	Buy	+1,530	New	+$402K	﹤0.01%	1297

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

Pictet Asset Management (Switzerland)'s MORN Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) reduced its Morningstar (MORN) stake by 8.7% in Q2 2023, selling an estimated $51.7K and leaving 2,752 shares worth $540K. The position accounts for ﹤0.01% of the portfolio, ranked #1207.

Pictet Asset Management (Switzerland) first reported a position in MORN in Q3 2021 and has held it in 8 quarters since. The position peaked at $653K in Q4 2022. 294 funds tracked by Wall St. Rank hold MORN as of Q2 2023.

Pictet Asset Management (Switzerland) held 2,752 shares of Morningstar worth $540K as of Q2 2023.
Pictet Asset Management (Switzerland) sold 261 Morningstar shares in Q2 2023, an estimated $51.7K.
Morningstar made up ﹤0.01% of Pictet Asset Management (Switzerland)'s portfolio in Q2 2023, its #1207 holding.
Pictet Asset Management (Switzerland) first reported a position in Morningstar in Q3 2021 and has held it in 8 quarters since.
Pictet Asset Management (Switzerland)'s Morningstar position peaked at $653K in Q4 2022.
294 funds tracked by Wall St. Rank held Morningstar as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.