AII
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AGF Investments Inc’s Morningstar MORN Stock Holding History

AGF Investments Inc’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
2021
Q3 		– Sell
-776
Closed -$200K – 770
2021
Q2 		$200K Buy
776
+32
+4% +$7.76K ﹤0.01% 558
2021
Q1 		$167K Sell
744
-294
-28% -$68.9K ﹤0.01% 661
2020
Q4 		$240K Sell
1,038
-1,254
-55% -$249K ﹤0.01% 547
2020
Q3 		$368K Buy
2,292
+299
+15% +$47.2K ﹤0.01% 491
2020
Q2 		$281K Buy
+1,993
New +$281K ﹤0.01% 573

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AGF Investments Inc's MORN Position: Q3 2021 in Review

AGF Investments Inc sold out of Morningstar (MORN) in Q3 2021, closing a stake of 776 shares — an estimated $200K sold.

AGF Investments Inc first reported a position in MORN in Q2 2020 and held it in 5 quarters. The position peaked at $368K in Q3 2020. 317 funds tracked by Wall St. Rank hold MORN as of Q3 2021.

  • AGF Investments Inc reported no remaining Morningstar position as of Q3 2021 after selling out during the quarter.
  • AGF Investments Inc sold 776 Morningstar shares in Q3 2021, an estimated $200K.
  • AGF Investments Inc first reported a position in Morningstar in Q2 2020 and held it in 5 quarters.
  • AGF Investments Inc's Morningstar position peaked at $368K in Q3 2020.
  • 317 funds tracked by Wall St. Rank held Morningstar as of Q3 2021.

Based on AGF Investments Inc's 13F filing for Q3 2021, filed 10 Nov 2021.