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Cornerstone Advisors (Washington)’s Morningstar MORN Stock Holding History

Cornerstone Advisors (Washington)’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
Q3 		$1K Hold
8
– – ﹤0.01% 671
2020
Q2 		$1K Buy
+8
New +$1.13K ﹤0.01% 654
2019
Q1 		– Sell
-7
Closed -$1K – 1371
2018
Q4 		$1K Sell
7
-2
-22% -$234 ﹤0.01% 1028
2018
Q3 		$1K Buy
+9
New +$1.21K ﹤0.01% 1057

Other funds holding MORN

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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Cornerstone Advisors (Washington)'s MORN Position: Q3 2020 in Review

Cornerstone Advisors (Washington) held its Morningstar (MORN) position steady in Q3 2020 at 8 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #671.

Cornerstone Advisors (Washington) first reported a position in MORN in Q3 2018 and has held it in 4 quarters since. 269 funds tracked by Wall St. Rank hold MORN as of Q3 2020.

  • Cornerstone Advisors (Washington) held 8 shares of Morningstar worth $1K as of Q3 2020.
  • Cornerstone Advisors (Washington) left its Morningstar share count unchanged in Q3 2020.
  • Morningstar made up ﹤0.01% of Cornerstone Advisors (Washington)'s portfolio in Q3 2020, its #671 holding.
  • Cornerstone Advisors (Washington) first reported a position in Morningstar in Q3 2018 and has held it in 4 quarters since.
  • 269 funds tracked by Wall St. Rank held Morningstar as of Q3 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2020, filed 20 Oct 2020.