Fiera Capital (Canada)
MORN icon

Fiera Capital (Canada)’s Morningstar MORN Stock Holding History

Fiera Capital (Canada)’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
2022
Q4 		– Sell
-4,295
Closed -$912K – 540
2022
Q3 		$912K Hold
4,295
– – ﹤0.01% 399
2022
Q2 		$1.04M Buy
4,295
+70
+2% +$17.6K ﹤0.01% 404
2022
Q1 		$1.15M Buy
4,225
+232
+6% +$65.6K ﹤0.01% 406
2021
Q4 		$1.37M Hold
3,993
– – ﹤0.01% 377
2021
Q3 		$1.03M Hold
3,993
– – ﹤0.01% 370
2021
Q2 		$1.03M Buy
3,993
+990
+33% +$240K ﹤0.01% 409
2021
Q1 		$676K Buy
3,003
+618
+26% +$145K ﹤0.01% 442
2020
Q4 		$552K Buy
2,385
+546
+30% +$108K ﹤0.01% 505
2020
Q3 		$295K Buy
1,839
+251
+16% +$39.7K ﹤0.01% 548
2020
Q2 		$224K Buy
+1,588
New +$224K ﹤0.01% 587

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BAMCO Inc
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BlackRock
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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fiera Capital (Canada)'s MORN Position: Q4 2022 in Review

Fiera Capital (Canada) sold out of Morningstar (MORN) in Q4 2022, closing a stake of 4,295 shares — an estimated $912K sold.

Fiera Capital (Canada) first reported a position in MORN in Q2 2020 and held it in 10 quarters. The position peaked at $1.37M in Q4 2021. 316 funds tracked by Wall St. Rank hold MORN as of Q4 2022.

  • Fiera Capital (Canada) reported no remaining Morningstar position as of Q4 2022 after selling out during the quarter.
  • Fiera Capital (Canada) sold 4,295 Morningstar shares in Q4 2022, an estimated $912K.
  • Fiera Capital (Canada) first reported a position in Morningstar in Q2 2020 and held it in 10 quarters.
  • Fiera Capital (Canada)'s Morningstar position peaked at $1.37M in Q4 2021.
  • 316 funds tracked by Wall St. Rank held Morningstar as of Q4 2022.

Based on Fiera Capital (Canada)'s 13F filing for Q4 2022, filed 8 Feb 2023.