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Ameritas Investment Company’s Morningstar MORN Stock Holding History

Ameritas Investment Company’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
Q2 		– Sell
-24
Closed -$5.4K – 1544
2021
Q1 		$5.4K Buy
+24
New +$5.62K ﹤0.01% 1689
2020
Q2 		– Sell
-8
Closed -$1K – 1110
2020
Q1 		$1K Buy
+8
New +$1.16K ﹤0.01% 1678

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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 $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Ameritas Investment Company's MORN Position: Q2 2021 in Review

Ameritas Investment Company sold out of Morningstar (MORN) in Q2 2021, closing a stake of 24 shares — an estimated $5.4K sold.

Ameritas Investment Company first reported a position in MORN in Q1 2020 and held it in 2 quarters. The position peaked at $5.4K in Q1 2021. 295 funds tracked by Wall St. Rank hold MORN as of Q2 2021.

  • Ameritas Investment Company reported no remaining Morningstar position as of Q2 2021 after selling out during the quarter.
  • Ameritas Investment Company sold 24 Morningstar shares in Q2 2021, an estimated $5.4K.
  • Ameritas Investment Company first reported a position in Morningstar in Q1 2020 and held it in 2 quarters.
  • Ameritas Investment Company's Morningstar position peaked at $5.4K in Q1 2021.
  • 295 funds tracked by Wall St. Rank held Morningstar as of Q2 2021.

Based on Ameritas Investment Company's 13F filing for Q2 2021, filed 16 Aug 2021.