AIL
MORN icon

AGF Investments LLC’s Morningstar MORN Stock Holding History

AGF Investments LLC’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
-2,492
Closed -$641K – 451
2021
Q2 		$641K Sell
2,492
-188
-7% -$45.6K 0.07% 103
2021
Q1 		$603K Sell
2,680
-1,319
-33% -$309K 0.07% 190
2020
Q4 		$926K Sell
3,999
-4,543
-53% -$902K 0.11% 69
2020
Q3 		$1.37M Buy
8,542
+417
+5% +$65.9K 0.15% 107
2020
Q2 		$1.15M Buy
+8,125
New +$1.15M 0.12% 228
2020
Q1 		– Sell
-5,499
Closed -$832K – 635
2019
Q4 		$832K Buy
5,499
+2,743
+100% +$421K 0.15% 283
2019
Q3 		$403K Buy
+2,756
New +$424K 0.09% 318

Other funds holding MORN

Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $1.47T AUM 27.86% 1-Year Est. Return