Covenant Partners’s Morningstar MORN Stock Holding History

Covenant Partners’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	-867	Closed	-$201K	–	205
2020 Q4	$201K	Buy	+867	New	+$172K	0.09%	171

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Covenant Partners's MORN Position: Q1 2021 in Review

Covenant Partners sold out of Morningstar (MORN) in Q1 2021, closing a stake of 867 shares — an estimated $201K sold.

Covenant Partners first reported a position in MORN in Q4 2020 and held it in 1 quarter. The position peaked at $201K in Q4 2020. 308 funds tracked by Wall St. Rank hold MORN as of Q1 2021.

Covenant Partners reported no remaining Morningstar position as of Q1 2021 after selling out during the quarter.
Covenant Partners sold 867 Morningstar shares in Q1 2021, an estimated $201K.
Covenant Partners first reported a position in Morningstar in Q4 2020 and held it in 1 quarter.
Covenant Partners's Morningstar position peaked at $201K in Q4 2020.
308 funds tracked by Wall St. Rank held Morningstar as of Q1 2021.

Based on Covenant Partners's 13F filing for Q1 2021, filed 11 May 2021.