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 		$234K Buy
+1,000
New +$267K ﹤0.01% 4728
2025
Q2 		– Sell
-700
Closed -$207K – 5273
2025
Q1 		$207K Buy
+700
New +$220K ﹤0.01% 3924
2024
Q3 		– Sell
-1,300
Closed -$385K – 5164
2024
Q2 		$385K Buy
+1,300
New +$385K ﹤0.01% 3097
2023
Q4 		– Sell
-1,000
Closed -$234K – 4934
2023
Q3 		$234K Sell
1,000
-1,500
-60% -$339K ﹤0.01% 3577
2023
Q2 		$482K Buy
+2,500
New +$495K ﹤0.01% 2638
2022
Q3 		– Sell
-1,100
Closed -$265K – 5052
2022
Q2 		$265K Buy
+1,100
New +$277K ﹤0.01% 3205
2022
Q1 		– Sell
-2,300
Closed -$786K – 6067
2021
Q4 		$786K Buy
+2,300
New +$712K ﹤0.01% 2907

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.