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Steward Financial Group’s Morningstar MORN Stock Holding History

Steward Financial 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
2023
Q3 		$3K Buy
+17
New +$3.84K ﹤0.01% 854
2022
Q3 		– Sell
-4
Closed – – 841
2022
Q2 		$0 Buy
+4
New +$1.01K ﹤0.01% 1217

Other funds holding MORN

Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Steward Financial Group's MORN Position: Q3 2023 in Review

Steward Financial Group opened a new position in Morningstar (MORN) in Q3 2023: 17 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #854 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in MORN as recently as Q2 2022.

Steward Financial Group first reported a position in MORN in Q2 2022 and has held it in 2 quarters since. 324 funds tracked by Wall St. Rank hold MORN as of Q3 2023.

  • Steward Financial Group held 17 shares of Morningstar worth $3K as of Q3 2023.
  • Morningstar was a new Steward Financial Group position in Q3 2023.
  • Morningstar made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #854 holding.
  • Steward Financial Group first reported a position in Morningstar in Q2 2022 and has held it in 2 quarters since.
  • 324 funds tracked by Wall St. Rank held Morningstar as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.