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Williams Jones Wealth Management’s Morningstar MORN Stock Holding History

Williams Jones Wealth 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
2024
Q4 		– Sell
-2,600
Closed -$830K – 523
2024
Q3 		$830K Hold
2,600
– – 0.01% 283
2024
Q2 		$769K Hold
2,600
– – 0.01% 288
2024
Q1 		$802K Hold
2,600
– – 0.01% 281
2023
Q4 		$744K Buy
2,600
+100
+4% +$26.1K 0.01% 286
2023
Q3 		$586K Buy
2,500
+650
+35% +$147K 0.01% 318
2023
Q2 		$363K Buy
+1,850
New +$366K 0.01% 397

Other funds holding MORN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Williams Jones Wealth Management's MORN Position: Q4 2024 in Review

Williams Jones Wealth Management sold out of Morningstar (MORN) in Q4 2024, closing a stake of 2,600 shares — an estimated $830K sold.

Williams Jones Wealth Management first reported a position in MORN in Q2 2023 and held it in 6 quarters. The position peaked at $830K in Q3 2024. 450 funds tracked by Wall St. Rank hold MORN as of Q4 2024.

  • Williams Jones Wealth Management reported no remaining Morningstar position as of Q4 2024 after selling out during the quarter.
  • Williams Jones Wealth Management sold 2,600 Morningstar shares in Q4 2024, an estimated $830K.
  • Williams Jones Wealth Management first reported a position in Morningstar in Q2 2023 and held it in 6 quarters.
  • Williams Jones Wealth Management's Morningstar position peaked at $830K in Q3 2024.
  • 450 funds tracked by Wall St. Rank held Morningstar as of Q4 2024.

Based on Williams Jones Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.