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Waratah Capital Advisors’s Morningstar MORN Stock Holding History

Waratah Capital Advisors’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
2025
Q1 		– Sell
-10,896
Closed -$3.67M – 209
2024
Q4 		$3.67M Buy
+10,896
New +$3.72M 0.12% 107

Other funds holding MORN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $3.38T AUM 44.17% 1-Year Est. Return

Waratah Capital Advisors's MORN Position: Q1 2025 in Review

Waratah Capital Advisors sold out of Morningstar (MORN) in Q1 2025, closing a stake of 10,896 shares — an estimated $3.67M sold.

Waratah Capital Advisors first reported a position in MORN in Q4 2024 and held it in 1 quarter. The position peaked at $3.67M in Q4 2024. 464 funds tracked by Wall St. Rank hold MORN as of Q1 2025.

  • Waratah Capital Advisors reported no remaining Morningstar position as of Q1 2025 after selling out during the quarter.
  • Waratah Capital Advisors sold 10,896 Morningstar shares in Q1 2025, an estimated $3.67M.
  • Waratah Capital Advisors first reported a position in Morningstar in Q4 2024 and held it in 1 quarter.
  • Waratah Capital Advisors's Morningstar position peaked at $3.67M in Q4 2024.
  • 464 funds tracked by Wall St. Rank held Morningstar as of Q1 2025.

Based on Waratah Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.