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MORN icon

Veritable’s Morningstar MORN Stock Holding History

Veritable’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
-2,883
Closed -$565K – 509
2023
Q2 		$565K Sell
2,883
-116
-4% -$23K 0.01% 506
2023
Q1 		$609K Sell
2,999
-677
-18% -$149K 0.01% 482
2022
Q4 		$796K Sell
3,676
-212
-5% -$48.3K 0.01% 423
2022
Q3 		$826K Sell
3,888
-239
-6% -$56.8K 0.02% 392
2022
Q2 		$998K Buy
4,127
+232
+6% +$58.5K 0.02% 382
2022
Q1 		$1.06M Buy
3,895
+151
+4% +$42.7K 0.02% 388
2021
Q4 		$1.28M Sell
3,744
-111
-3% -$34.4K 0.02% 347
2021
Q3 		$999K Buy
3,855
+289
+8% +$75.9K 0.02% 382
2021
Q2 		$917K Buy
3,566
+238
+7% +$57.7K 0.01% 400
2021
Q1 		$749K Buy
3,328
+931
+39% +$218K 0.01% 421
2020
Q4 		$555K Buy
+2,397
New +$476K 0.01% 466

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
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Veritable's MORN Position: Q3 2023 in Review

Veritable sold out of Morningstar (MORN) in Q3 2023, closing a stake of 2,883 shares — an estimated $565K sold.

Veritable first reported a position in MORN in Q4 2020 and held it in 11 quarters. The position peaked at $1.28M in Q4 2021. 324 funds tracked by Wall St. Rank hold MORN as of Q3 2023.

  • Veritable reported no remaining Morningstar position as of Q3 2023 after selling out during the quarter.
  • Veritable sold 2,883 Morningstar shares in Q3 2023, an estimated $565K.
  • Veritable first reported a position in Morningstar in Q4 2020 and held it in 11 quarters.
  • Veritable's Morningstar position peaked at $1.28M in Q4 2021.
  • 324 funds tracked by Wall St. Rank held Morningstar as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.