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TCW Group’s Morningstar MORN Stock Holding History

TCW 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
Q1 		– Sell
-37,404
Closed -$8.1M – 313
2022
Q4 		$8.1M Sell
37,404
-22,057
-37% -$5.03M 0.12% 135
2022
Q3 		$12.6M Buy
59,461
+4,623
+8% +$1.1M 0.18% 106
2022
Q2 		$13.3M Sell
54,838
-5,780
-10% -$1.46M 0.17% 115
2022
Q1 		$16.6M Hold
60,618
– – 0.16% 106
2021
Q4 		$20.7M Sell
60,618
-1,831
-3% -$567K 0.17% 107
2021
Q3 		$16.2M Sell
62,449
-2,449
-4% -$643K 0.04% 117
2021
Q2 		$16.7M Buy
64,898
+17,139
+36% +$4.16M 0.14% 118
2021
Q1 		$10.7M Hold
47,759
– – 0.1% 137
2020
Q4 		$11.1M Buy
+47,759
New +$9.49M 0.1% 130

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

TCW Group's MORN Position: Q1 2023 in Review

TCW Group sold out of Morningstar (MORN) in Q1 2023, closing a stake of 37,404 shares — an estimated $8.1M sold.

TCW Group first reported a position in MORN in Q4 2020 and held it in 9 quarters. The position peaked at $20.7M in Q4 2021. 301 funds tracked by Wall St. Rank hold MORN as of Q1 2023.

  • TCW Group reported no remaining Morningstar position as of Q1 2023 after selling out during the quarter.
  • TCW Group sold 37,404 Morningstar shares in Q1 2023, an estimated $8.1M.
  • TCW Group first reported a position in Morningstar in Q4 2020 and held it in 9 quarters.
  • TCW Group's Morningstar position peaked at $20.7M in Q4 2021.
  • 301 funds tracked by Wall St. Rank held Morningstar as of Q1 2023.

Based on TCW Group's 13F filing for Q1 2023, filed 15 May 2023.