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Ritholtz Wealth Management’s Morningstar MORN Stock Holding History

Ritholtz Wealth Management’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
Q2 		– Sell
-651
Closed -$201K – 853
2024
Q1 		$201K Buy
+651
New +$188K 0.01% 741
2022
Q1 		– Sell
-645
Closed -$221K – 592
2021
Q4 		$221K Buy
+645
New +$200K 0.01% 479

Other funds holding MORN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ritholtz Wealth Management's MORN Position: Q2 2024 in Review

Ritholtz Wealth Management sold out of Morningstar (MORN) in Q2 2024, closing a stake of 651 shares — an estimated $201K sold.

Ritholtz Wealth Management first reported a position in MORN in Q4 2021 and held it in 2 quarters. The position peaked at $221K in Q4 2021. 392 funds tracked by Wall St. Rank hold MORN as of Q2 2024.

  • Ritholtz Wealth Management reported no remaining Morningstar position as of Q2 2024 after selling out during the quarter.
  • Ritholtz Wealth Management sold 651 Morningstar shares in Q2 2024, an estimated $201K.
  • Ritholtz Wealth Management first reported a position in Morningstar in Q4 2021 and held it in 2 quarters.
  • Ritholtz Wealth Management's Morningstar position peaked at $221K in Q4 2021.
  • 392 funds tracked by Wall St. Rank held Morningstar as of Q2 2024.

Based on Ritholtz Wealth Management's 13F filing for Q2 2024, filed 1 Aug 2024.