West Tower Group’s Morningstar MORN Stock Holding History

West Tower Group’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 Q1	–	Sell	-19	Closed	-$5.44K	–	355
2023 Q4	$5.44K	Buy	19 +7	+58%	+$1.82K	0.01%	420
2023 Q3	$2.81K	Buy	+12	New	+$2.71K	﹤0.01%	550

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

BlackRock New York $5.72T AUM 30.48% 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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

West Tower Group's MORN Position: Q1 2024 in Review

West Tower Group sold out of Morningstar (MORN) in Q1 2024, closing a stake of 19 shares — an estimated $5.44K sold.

West Tower Group first reported a position in MORN in Q3 2023 and held it in 2 quarters. The position peaked at $5.44K in Q4 2023. 385 funds tracked by Wall St. Rank hold MORN as of Q1 2024.

West Tower Group reported no remaining Morningstar position as of Q1 2024 after selling out during the quarter.
West Tower Group sold 19 Morningstar shares in Q1 2024, an estimated $5.44K.
West Tower Group first reported a position in Morningstar in Q3 2023 and held it in 2 quarters.
West Tower Group's Morningstar position peaked at $5.44K in Q4 2023.
385 funds tracked by Wall St. Rank held Morningstar as of Q1 2024.

Based on West Tower Group's 13F filing for Q1 2024, filed 14 May 2024.