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CSat Investment Advisory’s Morningstar MORN Stock Holding History

CSat Investment Advisory’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
Q2 		– Sell
-126
Closed -$15K – 1141
2020
Q1 		$15K Buy
126
+24
+24% +$3.48K ﹤0.01% 793
2019
Q4 		$15K Buy
102
+12
+13% +$1.84K ﹤0.01% 871
2019
Q3 		$13K Buy
90
+12
+15% +$1.85K ﹤0.01% 840
2019
Q2 		$11K Buy
+78
New +$10.8K ﹤0.01% 850

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 $32.2B AUM 10.98% 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 $66.6B AUM 7.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

CSat Investment Advisory's MORN Position: Q2 2020 in Review

CSat Investment Advisory sold out of Morningstar (MORN) in Q2 2020, closing a stake of 126 shares — an estimated $15K sold.

CSat Investment Advisory first reported a position in MORN in Q2 2019 and held it in 4 quarters. The position peaked at $15K in Q1 2020. 250 funds tracked by Wall St. Rank hold MORN as of Q2 2020.

  • CSat Investment Advisory reported no remaining Morningstar position as of Q2 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 126 Morningstar shares in Q2 2020, an estimated $15K.
  • CSat Investment Advisory first reported a position in Morningstar in Q2 2019 and held it in 4 quarters.
  • CSat Investment Advisory's Morningstar position peaked at $15K in Q1 2020.
  • 250 funds tracked by Wall St. Rank held Morningstar as of Q2 2020.

Based on CSat Investment Advisory's 13F filing for Q2 2020, filed 7 Aug 2020.