Scout Investments’s Morningstar MORN Stock Holding History

Scout Investments’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 Q3	$13.2M	Sell	38,863 -4,030	-9%	-$1.25M	0.35%	111
2024 Q2	$12.7M	Buy	42,893 +344	+0.8%	+$102K	0.34%	116
2024 Q1	$13M	Buy	42,549 +18,345	+76%	+$5.28M	0.32%	116
2023 Q4	$6.93M	Sell	24,204 -11,644	-32%	-$3.03M	0.17%	161
2023 Q3	$8.23M	Sell	35,848 -394	-1%	-$89K	0.19%	144
2023 Q2	$7.8M	Sell	36,242 -47,135	-57%	-$9.33M	0.16%	166
2023 Q1	$16.9M	Buy	83,377 +20,715	+33%	+$4.55M	0.34%	102
2022 Q4	$13.6M	Buy	+62,662	New	+$14.3M	0.28%	111

Other funds holding MORN

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

Select Equity Group New York $19.5B AUM 17.33% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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

Scout Investments's MORN Position: Q3 2024 in Review

Scout Investments reduced its Morningstar (MORN) stake by 9.4% in Q3 2024, selling an estimated $1.25M and leaving 38,863 shares worth $13.2M. The position accounts for 0.35% of the portfolio, ranked #111.

Scout Investments first reported a position in MORN in Q4 2022 and has held it in 8 quarters since. The position peaked at $16.9M in Q1 2023. 410 funds tracked by Wall St. Rank hold MORN as of Q3 2024.

Scout Investments held 38,863 shares of Morningstar worth $13.2M as of Q3 2024.
Scout Investments sold 4,030 Morningstar shares in Q3 2024, an estimated $1.25M.
Morningstar made up 0.35% of Scout Investments's portfolio in Q3 2024, its #111 holding.
Scout Investments first reported a position in Morningstar in Q4 2022 and has held it in 8 quarters since.
Scout Investments's Morningstar position peaked at $16.9M in Q1 2023.
410 funds tracked by Wall St. Rank held Morningstar as of Q3 2024.

Based on Scout Investments's 13F filing for Q3 2024, filed 12 Nov 2024.