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Steven Patrick Farmer’s Morningstar MORN Stock Holding History

Steven Patrick Farmer’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
Q2 		$17.9M Buy
+74,059
New +$18.7M 0.28% 80

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Steven Patrick Farmer's MORN Position: Q2 2022 in Review

Steven Patrick Farmer opened a new position in Morningstar (MORN) in Q2 2022: 74,059 shares worth $17.9M. The stake represents 0.28% of the portfolio and ranks #80 among its holdings.

324 funds tracked by Wall St. Rank hold MORN as of Q2 2022.

  • Steven Patrick Farmer held 74,059 shares of Morningstar worth $17.9M as of Q2 2022.
  • Morningstar was a new Steven Patrick Farmer position in Q2 2022.
  • Morningstar made up 0.28% of Steven Patrick Farmer's portfolio in Q2 2022, its #80 holding.
  • 324 funds tracked by Wall St. Rank held Morningstar as of Q2 2022.

Based on Steven Patrick Farmer's 13F filing for Q2 2022, filed 6 Jul 2022.