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Versor Investments’s Morningstar MORN Stock Holding History

Versor Investments’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
Q3 		– Sell
-3,500
Closed -$1.04M – 905
2024
Q2 		$1.04M Buy
+3,500
New +$1.04M 0.19% 142
2024
Q1 		– Sell
-3,000
Closed -$859K – 819
2023
Q4 		$859K Buy
+3,000
New +$782K 0.17% 168
2022
Q4 		– Sell
-4,151
Closed -$881K – 878
2022
Q3 		$881K Sell
4,151
-24
-0.6% -$5.71K 0.05% 267
2022
Q2 		$1.01M Sell
4,175
-295
-7% -$74.3K 0.04% 247
2022
Q1 		$1.22M Buy
4,470
+2,770
+163% +$783K 0.05% 94
2021
Q4 		$581K Buy
+1,700
New +$526K 0.02% 218

Other funds holding MORN

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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
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

Versor Investments's MORN Position: Q3 2024 in Review

Versor Investments sold out of Morningstar (MORN) in Q3 2024, closing a stake of 3,500 shares — an estimated $1.04M sold.

Versor Investments first reported a position in MORN in Q4 2021 and held it in 6 quarters. The position peaked at $1.22M in Q1 2022. 410 funds tracked by Wall St. Rank hold MORN as of Q3 2024.

  • Versor Investments reported no remaining Morningstar position as of Q3 2024 after selling out during the quarter.
  • Versor Investments sold 3,500 Morningstar shares in Q3 2024, an estimated $1.04M.
  • Versor Investments first reported a position in Morningstar in Q4 2021 and held it in 6 quarters.
  • Versor Investments's Morningstar position peaked at $1.22M in Q1 2022.
  • 410 funds tracked by Wall St. Rank held Morningstar as of Q3 2024.

Based on Versor Investments's 13F filing for Q3 2024, filed 4 Nov 2024.