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Regal Partners’s Morningstar MORN Stock Holding History

Regal Partners’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
Q4 		– Sell
-49,119
Closed -$10.4M – 43
2022
Q3 		$10.4M Sell
49,119
-6,521
-12% -$1.55M 2.19% 12
2022
Q2 		$13.5M Sell
55,640
-6,843
-11% -$1.72M 2.29% 11
2022
Q1 		$17.1M Sell
62,483
-10,327
-14% -$2.92M 2.21% 10
2021
Q4 		$24.9M Sell
72,810
-5,087
-7% -$1.57M 2.99% 8
2021
Q3 		$20.2M Sell
77,897
-887
-1% -$233K 2.22% 11
2021
Q2 		$20.3M Buy
78,784
+64,920
+468% +$15.8M 1.6% 14
2021
Q1 		$3.12M Hold
13,864
– – 0.28% 16
2020
Q4 		$3.21M Buy
+13,864
New +$2.75M 0.33% 11

Other funds holding MORN

Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Regal Partners's MORN Position: Q4 2022 in Review

Regal Partners sold out of Morningstar (MORN) in Q4 2022, closing a stake of 49,119 shares — an estimated $10.4M sold.

Regal Partners first reported a position in MORN in Q4 2020 and held it in 8 quarters. The position peaked at $24.9M in Q4 2021. 319 funds tracked by Wall St. Rank hold MORN as of Q4 2022.

  • Regal Partners reported no remaining Morningstar position as of Q4 2022 after selling out during the quarter.
  • Regal Partners sold 49,119 Morningstar shares in Q4 2022, an estimated $10.4M.
  • Regal Partners first reported a position in Morningstar in Q4 2020 and held it in 8 quarters.
  • Regal Partners's Morningstar position peaked at $24.9M in Q4 2021.
  • 319 funds tracked by Wall St. Rank held Morningstar as of Q4 2022.

Based on Regal Partners's 13F filing for Q4 2022, filed 15 Feb 2023.