Wolverine Trading
MORN icon

Wolverine Trading’s Morningstar MORN Stock Holding History

Wolverine Trading’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
Q3 		$8.99M Buy
+38,400
New +$10.2M 0.01% 992
2025
Q1 		– Sell
-1,000
Closed -$338K – 5423
2024
Q4 		$338K Sell
1,000
-1,000
-50% -$341K ﹤0.01% 3884
2024
Q3 		$635K Sell
2,000
-2,200
-52% -$684K ﹤0.01% 2822
2024
Q2 		$1.24M Buy
+4,200
New +$1.24M ﹤0.01% 1989
2023
Q4 		– Sell
-3,800
Closed -$890K – 4933
2023
Q3 		$890K Buy
3,800
+900
+31% +$203K ﹤0.01% 2198
2023
Q2 		$559K Buy
+2,900
New +$574K ﹤0.01% 2501
2022
Q3 		– Sell
-5,300
Closed -$1.28M – 5051
2022
Q2 		$1.28M Buy
+5,300
New +$1.34M ﹤0.01% 1722
2018
Q1 		– Sell
-2,100
Closed -$204K – 5565
2017
Q4 		$204K Buy
+2,100
New +$189K ﹤0.01% 4134

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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Wolverine Trading's MORN Position: Q1 2024 in Review

Wolverine Trading sold out of Morningstar (MORN) in Q1 2024, closing a stake of 912 shares — an estimated $261K sold.

Wolverine Trading first reported a position in MORN in Q3 2020 and held it in 5 quarters. The position peaked at $945K in Q4 2021. 385 funds tracked by Wall St. Rank hold MORN as of Q1 2024.

  • Wolverine Trading reported no remaining Morningstar position as of Q1 2024 after selling out during the quarter.
  • Wolverine Trading sold 912 Morningstar shares in Q1 2024, an estimated $261K.
  • Wolverine Trading first reported a position in Morningstar in Q3 2020 and held it in 5 quarters.
  • Wolverine Trading's Morningstar position peaked at $945K in Q4 2021.
  • 385 funds tracked by Wall St. Rank held Morningstar as of Q1 2024.

Based on Wolverine Trading's 13F filing for Q1 2024, filed 15 May 2024.