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Teza Capital Management’s Morningstar MORN Stock Holding History

Teza Capital Management’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
Q1 		– Sell
-751
Closed -$215K – 677
2023
Q4 		$215K Sell
751
-802
-52% -$209K 0.04% 487
2023
Q3 		$364K Buy
+1,553
New +$351K 0.06% 384
2022
Q3 		– Sell
-1,466
Closed -$355K – 595
2022
Q2 		$355K Buy
+1,466
New +$369K 0.14% 278

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Teza Capital Management's MORN Position: Q1 2024 in Review

Teza Capital Management sold out of Morningstar (MORN) in Q1 2024, closing a stake of 751 shares — an estimated $215K sold.

Teza Capital Management first reported a position in MORN in Q2 2022 and held it in 3 quarters. The position peaked at $364K in Q3 2023. 385 funds tracked by Wall St. Rank hold MORN as of Q1 2024.

  • Teza Capital Management reported no remaining Morningstar position as of Q1 2024 after selling out during the quarter.
  • Teza Capital Management sold 751 Morningstar shares in Q1 2024, an estimated $215K.
  • Teza Capital Management first reported a position in Morningstar in Q2 2022 and held it in 3 quarters.
  • Teza Capital Management's Morningstar position peaked at $364K in Q3 2023.
  • 385 funds tracked by Wall St. Rank held Morningstar as of Q1 2024.

Based on Teza Capital Management's 13F filing for Q1 2024, filed 15 May 2024.