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Cordasco Financial Network’s Morningstar MORN Stock Holding History

Cordasco Financial Network’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
Q1 		– Sell
-5
Closed -$1K – 564
2020
Q4 		$1K Hold
5
– – ﹤0.01% 501
2020
Q3 		$1K Hold
5
– – ﹤0.01% 506
2020
Q2 		$1K Hold
5
– – ﹤0.01% 470
2020
Q1 		$1K Buy
+5
New +$724 ﹤0.01% 441

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
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

Cordasco Financial Network's MORN Position: Q1 2021 in Review

Cordasco Financial Network sold out of Morningstar (MORN) in Q1 2021, closing a stake of 5 shares — an estimated $1K sold.

Cordasco Financial Network first reported a position in MORN in Q1 2020 and held it in 4 quarters. The position peaked at $1K in Q4 2020. 308 funds tracked by Wall St. Rank hold MORN as of Q1 2021.

  • Cordasco Financial Network reported no remaining Morningstar position as of Q1 2021 after selling out during the quarter.
  • Cordasco Financial Network sold 5 Morningstar shares in Q1 2021, an estimated $1K.
  • Cordasco Financial Network first reported a position in Morningstar in Q1 2020 and held it in 4 quarters.
  • Cordasco Financial Network's Morningstar position peaked at $1K in Q4 2020.
  • 308 funds tracked by Wall St. Rank held Morningstar as of Q1 2021.

Based on Cordasco Financial Network's 13F filing for Q1 2021, filed 12 Apr 2021.