Vigilant Capital Management’s Morningstar MORN Stock Holding History

Vigilant 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
2023 Q2	$4K	Hold	18	–	–	﹤0.01%	432
2023 Q1	$4K	Hold	18	–	–	﹤0.01%	417
2022 Q4	$4K	Hold	18	–	–	﹤0.01%	459
2022 Q3	$4K	Sell	18 -1	-5%	-$238	﹤0.01%	528
2022 Q2	$5K	Hold	19	–	–	﹤0.01%	526
2022 Q1	$5K	Hold	19	–	–	﹤0.01%	528
2021 Q4	$6K	Hold	19	–	–	﹤0.01%	558
2021 Q3	$5K	Buy	+19	New	+$4.99K	﹤0.01%	656

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

Vigilant Capital Management's MORN Position: Q2 2023 in Review

Vigilant Capital Management held its Morningstar (MORN) position steady in Q2 2023 at 18 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #432.

Vigilant Capital Management first reported a position in MORN in Q3 2021 and has held it in 8 quarters since. The position peaked at $6K in Q4 2021. 294 funds tracked by Wall St. Rank hold MORN as of Q2 2023.

Vigilant Capital Management held 18 shares of Morningstar worth $4K as of Q2 2023.
Vigilant Capital Management left its Morningstar share count unchanged in Q2 2023.
Morningstar made up ﹤0.01% of Vigilant Capital Management's portfolio in Q2 2023, its #432 holding.
Vigilant Capital Management first reported a position in Morningstar in Q3 2021 and has held it in 8 quarters since.
Vigilant Capital Management's Morningstar position peaked at $6K in Q4 2021.
294 funds tracked by Wall St. Rank held Morningstar as of Q2 2023.

Based on Vigilant Capital Management's 13F filing for Q2 2023, filed 8 Aug 2023.