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Troluce Capital Advisors’s Morningstar MORN Stock Holding History

Troluce Capital Advisors’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 		– Sell
-5,000
Closed -$980K – 65
2023
Q2 		$980K Buy
+5,000
New +$990K 0.05% 30

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

Troluce Capital Advisors's MORN Position: Q3 2023 in Review

Troluce Capital Advisors sold out of Morningstar (MORN) in Q3 2023, closing a stake of 5,000 shares — an estimated $980K sold.

Troluce Capital Advisors first reported a position in MORN in Q2 2023 and held it in 1 quarter. The position peaked at $980K in Q2 2023. 324 funds tracked by Wall St. Rank hold MORN as of Q3 2023.

  • Troluce Capital Advisors reported no remaining Morningstar position as of Q3 2023 after selling out during the quarter.
  • Troluce Capital Advisors sold 5,000 Morningstar shares in Q3 2023, an estimated $980K.
  • Troluce Capital Advisors first reported a position in Morningstar in Q2 2023 and held it in 1 quarter.
  • Troluce Capital Advisors's Morningstar position peaked at $980K in Q2 2023.
  • 324 funds tracked by Wall St. Rank held Morningstar as of Q3 2023.

Based on Troluce Capital Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.