Athanor Capital’s Morningstar MORN Stock Holding History

Athanor Capital’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
2020 Q4	–	Sell	-1,691	Closed	-$272K	–	773
2020 Q3	$272K	Hold	1,691	–	–	0.01%	444
2020 Q2	$238K	Buy	+1,691	New	+$239K	0.01%	467

Other funds holding MORN

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Athanor Capital's MORN Position: Q4 2020 in Review

Athanor Capital sold out of Morningstar (MORN) in Q4 2020, closing a stake of 1,691 shares — an estimated $272K sold.

Athanor Capital first reported a position in MORN in Q2 2020 and held it in 2 quarters. The position peaked at $272K in Q3 2020. 301 funds tracked by Wall St. Rank hold MORN as of Q4 2020.

Athanor Capital reported no remaining Morningstar position as of Q4 2020 after selling out during the quarter.
Athanor Capital sold 1,691 Morningstar shares in Q4 2020, an estimated $272K.
Athanor Capital first reported a position in Morningstar in Q2 2020 and held it in 2 quarters.
Athanor Capital's Morningstar position peaked at $272K in Q3 2020.
301 funds tracked by Wall St. Rank held Morningstar as of Q4 2020.

Based on Athanor Capital's 13F filing for Q4 2020, filed 16 Feb 2021.