Proffitt & Goodson’s Morningstar MORN Stock Holding History

Proffitt & Goodson’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 Q3	–	Sell	-135	Closed	-$33K	–	257
2022 Q2	$33K	Hold	135	–	–	0.01%	176
2022 Q1	$37K	Buy	+135	New	+$38.2K	0.01%	183

Other funds holding MORN

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Proffitt & Goodson's MORN Position: Q3 2022 in Review

Proffitt & Goodson sold out of Morningstar (MORN) in Q3 2022, closing a stake of 135 shares — an estimated $33K sold.

Proffitt & Goodson first reported a position in MORN in Q1 2022 and held it in 2 quarters. The position peaked at $37K in Q1 2022. 311 funds tracked by Wall St. Rank hold MORN as of Q3 2022.

Proffitt & Goodson reported no remaining Morningstar position as of Q3 2022 after selling out during the quarter.
Proffitt & Goodson sold 135 Morningstar shares in Q3 2022, an estimated $33K.
Proffitt & Goodson first reported a position in Morningstar in Q1 2022 and held it in 2 quarters.
Proffitt & Goodson's Morningstar position peaked at $37K in Q1 2022.
311 funds tracked by Wall St. Rank held Morningstar as of Q3 2022.

Based on Proffitt & Goodson's 13F filing for Q3 2022, filed 24 Oct 2022.