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Stanley-Laman Group’s Morningstar MORN Stock Holding History

Stanley-Laman Group’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
Q3 		– Sell
-913
Closed -$221K – 269
2022
Q2 		$221K Sell
913
-57
-6% -$14.4K 0.04% 251
2022
Q1 		$265K Sell
970
-1,857
-66% -$525K 0.04% 254
2021
Q4 		$967K Sell
2,827
-32,086
-92% -$9.93M 0.11% 198
2021
Q3 		$9.04M Buy
34,913
+1,319
+4% +$347K 1.18% 25
2021
Q2 		$8.64M Buy
33,594
+833
+3% +$202K 1.23% 21
2021
Q1 		$7.37M Buy
32,761
+30,104
+1,133% +$7.05M 1.22% 21
2020
Q4 		$615K Buy
2,657
+477
+22% +$94.8K 0.11% 195
2020
Q3 		$350K Buy
2,180
+88
+4% +$13.9K 0.08% 198
2020
Q2 		$295K Buy
2,092
+65
+3% +$9.18K 0.07% 215
2020
Q1 		$236K Buy
+2,027
New +$294K 0.07% 226
2019
Q3 		– Sell
-1,872
Closed -$271K – 274
2019
Q2 		$271K Buy
+1,872
New +$258K 0.07% 236

Other funds holding MORN

Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Stanley-Laman Group's MORN Position: Q3 2022 in Review

Stanley-Laman Group sold out of Morningstar (MORN) in Q3 2022, closing a stake of 913 shares — an estimated $221K sold.

Stanley-Laman Group first reported a position in MORN in Q2 2019 and held it in 11 quarters. The position peaked at $9.04M in Q3 2021. 311 funds tracked by Wall St. Rank hold MORN as of Q3 2022.

  • Stanley-Laman Group reported no remaining Morningstar position as of Q3 2022 after selling out during the quarter.
  • Stanley-Laman Group sold 913 Morningstar shares in Q3 2022, an estimated $221K.
  • Stanley-Laman Group first reported a position in Morningstar in Q2 2019 and held it in 11 quarters.
  • Stanley-Laman Group's Morningstar position peaked at $9.04M in Q3 2021.
  • 311 funds tracked by Wall St. Rank held Morningstar as of Q3 2022.

Based on Stanley-Laman Group's 13F filing for Q3 2022, filed 18 Oct 2022.