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Berman Capital Advisors’s Morningstar MORN Stock Holding History

Berman Capital Advisors’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 		$10K Buy
+42
New +$11K ﹤0.01% 1188

Other funds holding MORN

Select Equity Group
Select Equity Group New York $19.5B 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 $5.72T 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 $1.56T AUM 27.86% 1-Year Est. Return

Berman Capital Advisors's MORN Position: Q3 2021 in Review

Berman Capital Advisors opened a new position in Morningstar (MORN) in Q3 2021: 42 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #1188 among its holdings.

317 funds tracked by Wall St. Rank hold MORN as of Q3 2021.

  • Berman Capital Advisors held 42 shares of Morningstar worth $10K as of Q3 2021.
  • Morningstar was a new Berman Capital Advisors position in Q3 2021.
  • Morningstar made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1188 holding.
  • 317 funds tracked by Wall St. Rank held Morningstar as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.