Vontobel Holding’s Morningstar MORN Stock Holding History

Vontobel Holding’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
2021 Q4	–	Sell	-7,000	Closed	-$1.81M	–	1163
2021 Q3	$1.81M	Hold	7,000	–	–	0.02%	464
2021 Q2	$1.8M	Hold	7,000	–	–	0.02%	461
2021 Q1	$1.57M	Hold	7,000	–	–	0.01%	448
2020 Q4	$1.62M	Buy	+7,000	New	+$1.39M	0.01%	444

Other funds holding MORN

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Vontobel Holding's MORN Position: Q4 2021 in Review

Vontobel Holding sold out of Morningstar (MORN) in Q4 2021, closing a stake of 7,000 shares — an estimated $1.81M sold.

Vontobel Holding first reported a position in MORN in Q4 2020 and held it in 4 quarters. The position peaked at $1.81M in Q3 2021. 340 funds tracked by Wall St. Rank hold MORN as of Q4 2021.

Vontobel Holding reported no remaining Morningstar position as of Q4 2021 after selling out during the quarter.
Vontobel Holding sold 7,000 Morningstar shares in Q4 2021, an estimated $1.81M.
Vontobel Holding first reported a position in Morningstar in Q4 2020 and held it in 4 quarters.
Vontobel Holding's Morningstar position peaked at $1.81M in Q3 2021.
340 funds tracked by Wall St. Rank held Morningstar as of Q4 2021.

Based on Vontobel Holding's 13F filing for Q4 2021, filed 10 Feb 2022.