ETF Managers Group’s Morningstar MORN Stock Holding History

ETF Managers Group’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 Q2	–	Sell	-2,765	Closed	-$628K	–	745
2021 Q1	$628K	Buy	2,765 +371	+15%	+$86.9K	0.01%	360
2020 Q4	$548K	Buy	2,394 +212	+10%	+$42.1K	0.01%	327
2020 Q3	$348K	Buy	2,182 +111	+5%	+$17.5K	0.01%	402
2020 Q2	$291K	Sell	2,071 -175	-8%	-$24.7K	0.01%	431
2020 Q1	$264K	Buy	2,246 +228	+11%	+$33K	0.01%	347
2019 Q4	$304K	Buy	2,018 +506	+33%	+$77.7K	0.01%	367
2019 Q3	$221K	Buy	1,512 +17	+1%	+$2.62K	0.01%	366
2019 Q2	$214K	Buy	+1,495	New	+$206K	0.01%	349
2018 Q2	–	Sell	-896	Closed	-$85K	–	557
2018 Q1	$85K	Buy	896 +112	+14%	+$10.8K	0.01%	334
2017 Q4	$76K	Buy	784 +112	+17%	+$10.1K	0.01%	324
2017 Q3	$57K	Buy	672 +62	+10%	+$5.05K	﹤0.01%	308
2017 Q2	$48K	Buy	+610	New	+$46K	﹤0.01%	435
2016 Q1	$27K	Buy	+342	New	+$27.3K	0.02%	390

Other funds holding MORN

Select Equity Group

Select Equity Group New York $18.8B 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

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

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return