FCM
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Firestone Capital Management’s Morningstar MORN Stock Holding History

Firestone Capital 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
Q3 		– Sell
-27
Closed -$4K – 442
2020
Q2 		$4K Hold
27
– – ﹤0.01% 380
2020
Q1 		$3K Hold
27
– – ﹤0.01% 389
2019
Q4 		$4K Buy
+27
New +$4.14K ﹤0.01% 396

Other funds holding MORN

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Kayne Anderson Rudnick Investment Management
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ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Firestone Capital Management's MORN Position: Q3 2020 in Review

Firestone Capital Management sold out of Morningstar (MORN) in Q3 2020, closing a stake of 27 shares — an estimated $4K sold.

Firestone Capital Management first reported a position in MORN in Q4 2019 and held it in 3 quarters. The position peaked at $4K in Q2 2020. 269 funds tracked by Wall St. Rank hold MORN as of Q3 2020.

  • Firestone Capital Management reported no remaining Morningstar position as of Q3 2020 after selling out during the quarter.
  • Firestone Capital Management sold 27 Morningstar shares in Q3 2020, an estimated $4K.
  • Firestone Capital Management first reported a position in Morningstar in Q4 2019 and held it in 3 quarters.
  • Firestone Capital Management's Morningstar position peaked at $4K in Q2 2020.
  • 269 funds tracked by Wall St. Rank held Morningstar as of Q3 2020.

Based on Firestone Capital Management's 13F filing for Q3 2020, filed 26 Oct 2020.