Glen Eagle Advisors’s Morningstar MORN Stock Holding History

Glen Eagle 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
2019 Q3	–	Sell	-48	Closed	-$6.94K	–	843
2019 Q2	$6.94K	Buy	+48	New	+$6.63K	﹤0.01%	566

Other funds holding MORN

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

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

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Glen Eagle Advisors's MORN Position: Q3 2019 in Review

Glen Eagle Advisors sold out of Morningstar (MORN) in Q3 2019, closing a stake of 48 shares — an estimated $6.94K sold.

Glen Eagle Advisors first reported a position in MORN in Q2 2019 and held it in 1 quarter. The position peaked at $6.94K in Q2 2019. 244 funds tracked by Wall St. Rank hold MORN as of Q3 2019.

Glen Eagle Advisors reported no remaining Morningstar position as of Q3 2019 after selling out during the quarter.
Glen Eagle Advisors sold 48 Morningstar shares in Q3 2019, an estimated $6.94K.
Glen Eagle Advisors first reported a position in Morningstar in Q2 2019 and held it in 1 quarter.
Glen Eagle Advisors's Morningstar position peaked at $6.94K in Q2 2019.
244 funds tracked by Wall St. Rank held Morningstar as of Q3 2019.

Based on Glen Eagle Advisors's 13F filing for Q3 2019, filed 13 Aug 2024.