Evercore Wealth Management’s Morningstar MORN Stock Holding History

Evercore 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
2021 Q3	–	Sell	-887	Closed	-$228K	–	424
2021 Q2	$228K	Sell	887 -43	-5%	-$10.4K	﹤0.01%	404
2021 Q1	$209K	Hold	930	–	–	﹤0.01%	415
2020 Q4	$215K	Buy	+930	New	+$185K	﹤0.01%	403
2018 Q1	–	Sell	-76	Closed	-$7K	–	629
2017 Q4	$7K	Hold	76	–	–	﹤0.01%	833
2017 Q3	$6K	Hold	76	–	–	﹤0.01%	832
2017 Q2	$6K	Hold	76	–	–	﹤0.01%	884
2017 Q1	$6K	Hold	76	–	–	﹤0.01%	871
2016 Q4	$6K	Hold	76	–	–	﹤0.01%	873
2016 Q3	$6K	Hold	76	–	–	﹤0.01%	920
2016 Q2	$6K	Hold	76	–	–	﹤0.01%	903
2016 Q1	$7K	Sell	76 -561	-88%	-$44.7K	﹤0.01%	834
2015 Q4	$51K	Hold	637	–	–	﹤0.01%	594
2015 Q3	$52K	Hold	637	–	–	﹤0.01%	581
2015 Q2	$52K	Hold	637	–	–	﹤0.01%	629
2015 Q1	$47K	Sell	637 -107	-14%	-$7.59K	﹤0.01%	636
2014 Q4	$48K	Sell	744 -1,499	-67%	-$99.3K	﹤0.01%	556
2014 Q3	$152K	Buy	2,243 +633	+39%	+$43.3K	0.01%	446
2014 Q2	$115K	Sell	1,610 -86	-5%	-$6.29K	0.01%	487
2014 Q1	$133K	Buy	1,696 +251	+17%	+$20K	0.01%	432
2013 Q4	$111K	Sell	1,445 -420	-23%	-$33.4K	0.01%	442
2013 Q3	$147K	Hold	1,865	–	–	0.01%	426
2013 Q2	$144K	Buy	+1,865	New	+$129K	0.01%	440

Other funds holding MORN

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Evercore Wealth Management's MORN Position: Q3 2021 in Review

Evercore Wealth Management sold out of Morningstar (MORN) in Q3 2021, closing a stake of 887 shares — an estimated $228K sold.

Evercore Wealth Management first reported a position in MORN in Q2 2013 and held it in 22 quarters. The position peaked at $228K in Q2 2021. 317 funds tracked by Wall St. Rank hold MORN as of Q3 2021.

Evercore Wealth Management reported no remaining Morningstar position as of Q3 2021 after selling out during the quarter.
Evercore Wealth Management sold 887 Morningstar shares in Q3 2021, an estimated $228K.
Evercore Wealth Management first reported a position in Morningstar in Q2 2013 and held it in 22 quarters.
Evercore Wealth Management's Morningstar position peaked at $228K in Q2 2021.
317 funds tracked by Wall St. Rank held Morningstar as of Q3 2021.

Based on Evercore Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.