Susquehanna Fundamental Investments’s Morningstar MORN Stock Holding History

Susquehanna Fundamental Investments’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
2025 Q1	–	Sell	-10,188	Closed	-$3.43M	–	1170
2024 Q4	$3.43M	Buy	+10,188	New	+$3.48M	0.05%	407
2024 Q2	$465K	Sell	1,573 -549	-26%	-$163K	0.01%	706
2024 Q1	$654K	Buy	+2,122	New	+$611K	0.03%	423
2022 Q4	–	Sell	-6,570	Closed	-$1.4M	–	1375
2022 Q3	$1.4M	Buy	+6,570	New	+$1.56M	0.02%	691
2022 Q1	$6.21M	Buy	+22,714	New	+$6.42M	0.12%	239

Other funds holding MORN

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Susquehanna Fundamental Investments's MORN Position: Q1 2025 in Review

Susquehanna Fundamental Investments sold out of Morningstar (MORN) in Q1 2025, closing a stake of 10,188 shares — an estimated $3.43M sold.

Susquehanna Fundamental Investments first reported a position in MORN in Q1 2022 and held it in 5 quarters. The position peaked at $6.21M in Q1 2022. 464 funds tracked by Wall St. Rank hold MORN as of Q1 2025.

Susquehanna Fundamental Investments reported no remaining Morningstar position as of Q1 2025 after selling out during the quarter.
Susquehanna Fundamental Investments sold 10,188 Morningstar shares in Q1 2025, an estimated $3.43M.
Susquehanna Fundamental Investments first reported a position in Morningstar in Q1 2022 and held it in 5 quarters.
Susquehanna Fundamental Investments's Morningstar position peaked at $6.21M in Q1 2022.
464 funds tracked by Wall St. Rank held Morningstar as of Q1 2025.

Based on Susquehanna Fundamental Investments's 13F filing for Q1 2025, filed 14 May 2025.