FHA
MORN icon

Flagship Harbor Advisors’s Morningstar MORN Stock Holding History

Flagship Harbor Advisors’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
Q1 		– Sell
-706
Closed -$242K – 656
2021
Q4 		$242K Buy
+706
New +$219K 0.02% 565
2020
Q4 		– Sell
-730
Closed -$117K – 1270
2020
Q3 		$117K Buy
730
+1
+0.1% +$158 0.02% 609
2020
Q2 		$102K Sell
729
-72
-9% -$10.2K 0.02% 643
2020
Q1 		$93K Buy
801
+1
+0.1% +$145 0.02% 566
2019
Q4 		$121K Buy
800
+2
+0.3% +$307 0.02% 565
2019
Q3 		$116K Sell
798
-17
-2% -$2.62K 0.02% 544
2019
Q2 		$117K Buy
815
+1
+0.1% +$138 0.02% 532
2019
Q1 		$102K Sell
814
-128
-14% -$15.4K 0.02% 554
2018
Q4 		$103K Buy
942
+228
+32% +$26.7K 0.03% 509
2018
Q3 		$90K Buy
+714
New +$96.2K 0.02% 623

Other funds holding MORN

Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $1.47T AUM 27.86% 1-Year Est. Return