Point72 Europe’s Morningstar MORN Stock Holding History

Point72 Europe’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 Q1	–	Sell	-6,136	Closed	-$1.76M	–	309
2023 Q4	$1.76M	Buy	+6,136	New	+$1.6M	0.22%	88

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Point72 Europe's MORN Position: Q1 2024 in Review

Point72 Europe sold out of Morningstar (MORN) in Q1 2024, closing a stake of 6,136 shares — an estimated $1.76M sold.

Point72 Europe first reported a position in MORN in Q4 2023 and held it in 1 quarter. The position peaked at $1.76M in Q4 2023. 385 funds tracked by Wall St. Rank hold MORN as of Q1 2024.

Point72 Europe reported no remaining Morningstar position as of Q1 2024 after selling out during the quarter.
Point72 Europe sold 6,136 Morningstar shares in Q1 2024, an estimated $1.76M.
Point72 Europe first reported a position in Morningstar in Q4 2023 and held it in 1 quarter.
Point72 Europe's Morningstar position peaked at $1.76M in Q4 2023.
385 funds tracked by Wall St. Rank held Morningstar as of Q1 2024.

Based on Point72 Europe's 13F filing for Q1 2024, filed 15 May 2024.