Symmetry Partners’s Morningstar MORN Stock Holding History

Symmetry Partners’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
2024 Q2	–	Sell	-677	Closed	-$209K	–	535
2024 Q1	$209K	Buy	+677	New	+$195K	0.02%	520

Other funds holding MORN

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

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

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

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

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

BAMCO Inc New York $33.1B AUM 11.16% 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

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

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

Symmetry Partners's MORN Position: Q2 2024 in Review

Symmetry Partners sold out of Morningstar (MORN) in Q2 2024, closing a stake of 677 shares — an estimated $209K sold.

Symmetry Partners first reported a position in MORN in Q1 2024 and held it in 1 quarter. The position peaked at $209K in Q1 2024. 392 funds tracked by Wall St. Rank hold MORN as of Q2 2024.

Symmetry Partners reported no remaining Morningstar position as of Q2 2024 after selling out during the quarter.
Symmetry Partners sold 677 Morningstar shares in Q2 2024, an estimated $209K.
Symmetry Partners first reported a position in Morningstar in Q1 2024 and held it in 1 quarter.
Symmetry Partners's Morningstar position peaked at $209K in Q1 2024.
392 funds tracked by Wall St. Rank held Morningstar as of Q2 2024.

Based on Symmetry Partners's 13F filing for Q2 2024, filed 11 Jul 2024.