SIA
MORN icon

Schechter Investment Advisors’s Morningstar MORN Stock Holding History

Schechter Investment Advisors’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
2025
Q1 		– Sell
-612
Closed -$206K – 670
2024
Q4 		$206K Sell
612
-17
-3% -$5.8K 0.02% 570
2024
Q3 		$201K Buy
+629
New +$195K 0.01% 593

Other funds holding MORN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Schechter Investment Advisors's MORN Position: Q1 2025 in Review

Schechter Investment Advisors sold out of Morningstar (MORN) in Q1 2025, closing a stake of 612 shares — an estimated $206K sold.

Schechter Investment Advisors first reported a position in MORN in Q3 2024 and held it in 2 quarters. The position peaked at $206K in Q4 2024. 464 funds tracked by Wall St. Rank hold MORN as of Q1 2025.

  • Schechter Investment Advisors reported no remaining Morningstar position as of Q1 2025 after selling out during the quarter.
  • Schechter Investment Advisors sold 612 Morningstar shares in Q1 2025, an estimated $206K.
  • Schechter Investment Advisors first reported a position in Morningstar in Q3 2024 and held it in 2 quarters.
  • Schechter Investment Advisors's Morningstar position peaked at $206K in Q4 2024.
  • 464 funds tracked by Wall St. Rank held Morningstar as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.