UBS O'Connor’s Morningstar MORN Stock Holding History

UBS O'Connor’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 Q2	–	Sell	-10,000	Closed	-$2.03M	–	617
2023 Q1	$2.03M	Buy	+10,000	New	+$2.2M	0.05%	310
2021 Q4	–	Sell	-22,946	Closed	-$5.94M	–	979
2021 Q3	$5.94M	Buy	+22,946	New	+$6.03M	0.05%	190

Other funds holding MORN

Select Equity Group New York $19.5B AUM 17.33% 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

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

UBS O'Connor's MORN Position: Q2 2023 in Review

UBS O'Connor sold out of Morningstar (MORN) in Q2 2023, closing a stake of 10,000 shares — an estimated $2.03M sold.

UBS O'Connor first reported a position in MORN in Q3 2021 and held it in 2 quarters. The position peaked at $5.94M in Q3 2021. 294 funds tracked by Wall St. Rank hold MORN as of Q2 2023.

UBS O'Connor reported no remaining Morningstar position as of Q2 2023 after selling out during the quarter.
UBS O'Connor sold 10,000 Morningstar shares in Q2 2023, an estimated $2.03M.
UBS O'Connor first reported a position in Morningstar in Q3 2021 and held it in 2 quarters.
UBS O'Connor's Morningstar position peaked at $5.94M in Q3 2021.
294 funds tracked by Wall St. Rank held Morningstar as of Q2 2023.

Based on UBS O'Connor's 13F filing for Q2 2023, filed 14 Aug 2023.