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Gladstone Institutional Advisory’s Morningstar MORN Stock Holding History

Gladstone Institutional Advisory’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
Q2 		– Sell
-991
Closed -$271K – 702
2022
Q1 		$271K Buy
+991
New +$280K 0.02% 580

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Gladstone Institutional Advisory's MORN Position: Q2 2022 in Review

Gladstone Institutional Advisory sold out of Morningstar (MORN) in Q2 2022, closing a stake of 991 shares — an estimated $271K sold.

Gladstone Institutional Advisory first reported a position in MORN in Q1 2022 and held it in 1 quarter. The position peaked at $271K in Q1 2022. 324 funds tracked by Wall St. Rank hold MORN as of Q2 2022.

  • Gladstone Institutional Advisory reported no remaining Morningstar position as of Q2 2022 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 991 Morningstar shares in Q2 2022, an estimated $271K.
  • Gladstone Institutional Advisory first reported a position in Morningstar in Q1 2022 and held it in 1 quarter.
  • Gladstone Institutional Advisory's Morningstar position peaked at $271K in Q1 2022.
  • 324 funds tracked by Wall St. Rank held Morningstar as of Q2 2022.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2022, filed 15 Aug 2022.