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Donoghue Forlines’s Morningstar MORN Stock Holding History

Donoghue Forlines’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
Q4 		– Sell
-7,033
Closed -$1.82M – 285
2021
Q3 		$1.82M Buy
+7,033
New +$1.85M 0.35% 59
2019
Q4 		– Sell
-15,845
Closed -$2.32M – 187
2019
Q3 		$2.32M Buy
+15,845
New +$2.44M 0.33% 110

Other funds holding MORN

Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $1.81T AUM 41.13% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Donoghue Forlines's MORN Position: Q4 2021 in Review

Donoghue Forlines sold out of Morningstar (MORN) in Q4 2021, closing a stake of 7,033 shares — an estimated $1.82M sold.

Donoghue Forlines first reported a position in MORN in Q3 2019 and held it in 2 quarters. The position peaked at $2.32M in Q3 2019. 340 funds tracked by Wall St. Rank hold MORN as of Q4 2021.

  • Donoghue Forlines reported no remaining Morningstar position as of Q4 2021 after selling out during the quarter.
  • Donoghue Forlines sold 7,033 Morningstar shares in Q4 2021, an estimated $1.82M.
  • Donoghue Forlines first reported a position in Morningstar in Q3 2019 and held it in 2 quarters.
  • Donoghue Forlines's Morningstar position peaked at $2.32M in Q3 2019.
  • 340 funds tracked by Wall St. Rank held Morningstar as of Q4 2021.

Based on Donoghue Forlines's 13F filing for Q4 2021, filed 11 Feb 2022.