EMG
MORN icon

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 $20.2B AUM 17.52% 1-Year Est. Return
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
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

ETF Managers Group's MORN Position: Q2 2021 in Review

ETF Managers Group sold out of Morningstar (MORN) in Q2 2021, closing a stake of 2,765 shares — an estimated $628K sold.

ETF Managers Group first reported a position in MORN in Q1 2016 and held it in 13 quarters. The position peaked at $628K in Q1 2021. 295 funds tracked by Wall St. Rank hold MORN as of Q2 2021.

  • ETF Managers Group reported no remaining Morningstar position as of Q2 2021 after selling out during the quarter.
  • ETF Managers Group sold 2,765 Morningstar shares in Q2 2021, an estimated $628K.
  • ETF Managers Group first reported a position in Morningstar in Q1 2016 and held it in 13 quarters.
  • ETF Managers Group's Morningstar position peaked at $628K in Q1 2021.
  • 295 funds tracked by Wall St. Rank held Morningstar as of Q2 2021.

Based on ETF Managers Group's 13F filing for Q2 2021, filed 16 Aug 2021.