Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Morningstar MORN Stock Holding History

Cambridge Investment Research 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
2020
Q4 		– Sell
-1,799
Closed -$289K – 2759
2020
Q3 		$289K Buy
+1,799
New +$284K ﹤0.01% 1963
2019
Q3 		– Sell
-1,535
Closed -$222K – 2385
2019
Q2 		$222K Buy
+1,535
New +$212K ﹤0.01% 1939

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
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

Cambridge Investment Research Advisors's MORN Position: Q4 2020 in Review

Cambridge Investment Research Advisors sold out of Morningstar (MORN) in Q4 2020, closing a stake of 1,799 shares — an estimated $289K sold.

Cambridge Investment Research Advisors first reported a position in MORN in Q2 2019 and held it in 2 quarters. The position peaked at $289K in Q3 2020. 301 funds tracked by Wall St. Rank hold MORN as of Q4 2020.

  • Cambridge Investment Research Advisors reported no remaining Morningstar position as of Q4 2020 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 1,799 Morningstar shares in Q4 2020, an estimated $289K.
  • Cambridge Investment Research Advisors first reported a position in Morningstar in Q2 2019 and held it in 2 quarters.
  • Cambridge Investment Research Advisors's Morningstar position peaked at $289K in Q3 2020.
  • 301 funds tracked by Wall St. Rank held Morningstar as of Q4 2020.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2020, filed 4 Feb 2021.