Pinnacle Financial Partners (Tennessee)’s Morningstar MORN Stock Holding History

Pinnacle Financial Partners (Tennessee)’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
2024 Q3	–	Sell	-120	Closed	-$37K	–	541
2024 Q2	$37K	Hold	120	–	–	﹤0.01%	490
2024 Q1	$37K	Hold	120	–	–	﹤0.01%	485
2023 Q4	$34.3K	Hold	120	–	–	﹤0.01%	469
2023 Q3	$28.1K	Hold	120	–	–	﹤0.01%	455
2023 Q2	$23.5K	Hold	120	–	–	﹤0.01%	468
2023 Q1	$24.4K	Hold	120	–	–	﹤0.01%	462
2022 Q4	$26K	Hold	120	–	–	﹤0.01%	450
2022 Q3	$25K	Buy	+120	New	+$28.5K	﹤0.01%	444
2017 Q3	–	Sell	-253	Closed	-$20K	–	396
2017 Q2	$20K	Buy	+253	New	+$19.1K	﹤0.01%	392

Other funds holding MORN

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

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

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

Select Equity Group New York $19.5B AUM 17.33% 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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s MORN Position: Q3 2024 in Review

Pinnacle Financial Partners (Tennessee) sold out of Morningstar (MORN) in Q3 2024, closing a stake of 120 shares — an estimated $37K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in MORN in Q2 2017 and held it in 9 quarters. The position peaked at $37K in Q2 2024. 410 funds tracked by Wall St. Rank hold MORN as of Q3 2024.

Pinnacle Financial Partners (Tennessee) reported no remaining Morningstar position as of Q3 2024 after selling out during the quarter.
Pinnacle Financial Partners (Tennessee) sold 120 Morningstar shares in Q3 2024, an estimated $37K.
Pinnacle Financial Partners (Tennessee) first reported a position in Morningstar in Q2 2017 and held it in 9 quarters.
Pinnacle Financial Partners (Tennessee)'s Morningstar position peaked at $37K in Q2 2024.
410 funds tracked by Wall St. Rank held Morningstar as of Q3 2024.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2024, filed 5 Nov 2024.