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Seven Eight Capital’s Morningstar MORN Stock Holding History

Seven Eight Capital’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 		– Sell
-854
Closed -$253K – 867
2024
Q2 		$253K Buy
+854
New +$253K 0.03% 627
2021
Q2 		– Sell
-1,500
Closed -$347K – 658
2021
Q1 		$347K Hold
1,500
– – 0.08% 313
2020
Q4 		$347K Buy
+1,500
New +$298K 0.08% 316

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
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

Seven Eight Capital's MORN Position: Q3 2024 in Review

Seven Eight Capital sold out of Morningstar (MORN) in Q3 2024, closing a stake of 854 shares — an estimated $253K sold.

Seven Eight Capital first reported a position in MORN in Q4 2020 and held it in 3 quarters. The position peaked at $347K in Q1 2021. 410 funds tracked by Wall St. Rank hold MORN as of Q3 2024.

  • Seven Eight Capital reported no remaining Morningstar position as of Q3 2024 after selling out during the quarter.
  • Seven Eight Capital sold 854 Morningstar shares in Q3 2024, an estimated $253K.
  • Seven Eight Capital first reported a position in Morningstar in Q4 2020 and held it in 3 quarters.
  • Seven Eight Capital's Morningstar position peaked at $347K in Q1 2021.
  • 410 funds tracked by Wall St. Rank held Morningstar as of Q3 2024.

Based on Seven Eight Capital's 13F filing for Q3 2024, filed 12 Nov 2024.