EPG Wealth Management’s Morningstar MORN Stock Holding History

EPG Wealth Management’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	-35	Closed	-$4K	–	533
2020 Q1	$4K	Hold	35	–	–	﹤0.01%	629
2019 Q4	$5K	Buy	+35	New	+$5.37K	﹤0.01%	516

Other funds holding MORN

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

EPG Wealth Management's MORN Position: Q2 2020 in Review

EPG Wealth Management sold out of Morningstar (MORN) in Q2 2020, closing a stake of 35 shares — an estimated $4K sold.

EPG Wealth Management first reported a position in MORN in Q4 2019 and held it in 2 quarters. The position peaked at $5K in Q4 2019. 250 funds tracked by Wall St. Rank hold MORN as of Q2 2020.

EPG Wealth Management reported no remaining Morningstar position as of Q2 2020 after selling out during the quarter.
EPG Wealth Management sold 35 Morningstar shares in Q2 2020, an estimated $4K.
EPG Wealth Management first reported a position in Morningstar in Q4 2019 and held it in 2 quarters.
EPG Wealth Management's Morningstar position peaked at $5K in Q4 2019.
250 funds tracked by Wall St. Rank held Morningstar as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.