ZIM
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Zacks Investment Management’s Morningstar MORN Stock Holding History

Zacks Investment 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
2022
Q3 		– Sell
-863
Closed -$209K – 622
2022
Q2 		$209K Hold
863
– – ﹤0.01% 541
2022
Q1 		$236K Sell
863
-43
-5% -$12.2K ﹤0.01% 554
2021
Q4 		$310K Buy
906
+40
+5% +$12.4K ﹤0.01% 533
2021
Q3 		$224K Hold
866
– – ﹤0.01% 566
2021
Q2 		$223K Buy
+866
New +$210K ﹤0.01% 555

Other funds holding MORN

Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Zacks Investment Management's MORN Position: Q3 2022 in Review

Zacks Investment Management sold out of Morningstar (MORN) in Q3 2022, closing a stake of 863 shares — an estimated $209K sold.

Zacks Investment Management first reported a position in MORN in Q2 2021 and held it in 5 quarters. The position peaked at $310K in Q4 2021. 311 funds tracked by Wall St. Rank hold MORN as of Q3 2022.

  • Zacks Investment Management reported no remaining Morningstar position as of Q3 2022 after selling out during the quarter.
  • Zacks Investment Management sold 863 Morningstar shares in Q3 2022, an estimated $209K.
  • Zacks Investment Management first reported a position in Morningstar in Q2 2021 and held it in 5 quarters.
  • Zacks Investment Management's Morningstar position peaked at $310K in Q4 2021.
  • 311 funds tracked by Wall St. Rank held Morningstar as of Q3 2022.

Based on Zacks Investment Management's 13F filing for Q3 2022, filed 14 Nov 2022.