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Advisor Group’s Morningstar MORN Stock Holding History

Advisor 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
2019
Q4 		$351K Buy
2,315
+71
+3% +$10.9K ﹤0.01% 1933
2019
Q3 		$328K Buy
2,244
+352
+19% +$54.2K ﹤0.01% 1922
2019
Q2 		$274K Sell
1,892
-103
-5% -$14.2K ﹤0.01% 2064
2019
Q1 		$251K Sell
1,995
-124
-6% -$14.9K ﹤0.01% 2091
2018
Q4 		$233K Buy
2,119
+180
+9% +$21.1K ﹤0.01% 1972
2018
Q3 		$245K Buy
1,939
+479
+33% +$64.6K ﹤0.01% 2019
2018
Q2 		$188K Buy
1,460
+26
+2% +$2.97K ﹤0.01% 2024
2018
Q1 		$138K Sell
1,434
-15
-1% -$1.44K ﹤0.01% 2271
2017
Q4 		$141K Buy
1,449
+528
+57% +$47.5K ﹤0.01% 2286
2017
Q3 		$78K Buy
921
+130
+16% +$10.6K ﹤0.01% 2619
2017
Q2 		$62K Buy
791
+183
+30% +$13.8K ﹤0.01% 2671
2017
Q1 		$48K Buy
608
+85
+16% +$6.61K ﹤0.01% 2738
2016
Q4 		$38K Buy
523
+65
+14% +$4.78K ﹤0.01% 2808
2016
Q3 		$37K Sell
458
-86
-16% -$7.07K ﹤0.01% 2756
2016
Q2 		$43K Buy
+544
New +$45.5K ﹤0.01% 2533

Other funds holding MORN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Advisor Group's MORN Position: Q4 2019 in Review

Advisor Group increased its Morningstar (MORN) stake by 3.2% in Q4 2019, buying an estimated $10.9K and bringing the position to 2,315 shares worth $351K. The position accounts for ﹤0.01% of the portfolio, ranked #1933.

Advisor Group first reported a position in MORN in Q2 2016 and has held it in 15 quarters since. 240 funds tracked by Wall St. Rank hold MORN as of Q4 2019.

  • Advisor Group held 2,315 shares of Morningstar worth $351K as of Q4 2019.
  • Advisor Group bought 71 Morningstar shares in Q4 2019, an estimated $10.9K.
  • Morningstar made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1933 holding.
  • Advisor Group first reported a position in Morningstar in Q2 2016 and has held it in 15 quarters since.
  • 240 funds tracked by Wall St. Rank held Morningstar as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.