Standard Family Office’s Morningstar MORN Stock Holding History

Standard Family Office’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	-9	Closed	-$2K	–	281
2022 Q3	$2K	Buy	+9	New	+$2.14K	﹤0.01%	405

Other funds holding MORN

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

Standard Family Office's MORN Position: Q4 2022 in Review

Standard Family Office sold out of Morningstar (MORN) in Q4 2022, closing a stake of 9 shares — an estimated $2K sold.

Standard Family Office first reported a position in MORN in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 319 funds tracked by Wall St. Rank hold MORN as of Q4 2022.

Standard Family Office reported no remaining Morningstar position as of Q4 2022 after selling out during the quarter.
Standard Family Office sold 9 Morningstar shares in Q4 2022, an estimated $2K.
Standard Family Office first reported a position in Morningstar in Q3 2022 and held it in 1 quarter.
Standard Family Office's Morningstar position peaked at $2K in Q3 2022.
319 funds tracked by Wall St. Rank held Morningstar as of Q4 2022.

Based on Standard Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.