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Hancock Whitney’s Morningstar MORN Stock Holding History

Hancock Whitney’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
-2,090
Closed -$295K – 812
2020
Q2 		$295K Sell
2,090
-997
-32% -$141K 0.01% 628
2020
Q1 		$359K Sell
3,087
-10,190
-77% -$1.48M 0.01% 580
2019
Q4 		$2.01M Buy
13,277
+224
+2% +$34.4K 0.06% 300
2019
Q3 		$1.91M Buy
13,053
+9,334
+251% +$1.44M 0.06% 303
2019
Q2 		$538K Sell
3,719
-634
-15% -$87.5K 0.02% 606
2019
Q1 		$549K Buy
+4,353
New +$523K 0.02% 601

Other funds holding MORN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.81T AUM 41.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Hancock Whitney's MORN Position: Q3 2020 in Review

Hancock Whitney sold out of Morningstar (MORN) in Q3 2020, closing a stake of 2,090 shares — an estimated $295K sold.

Hancock Whitney first reported a position in MORN in Q1 2019 and held it in 6 quarters. The position peaked at $2.01M in Q4 2019. 269 funds tracked by Wall St. Rank hold MORN as of Q3 2020.

  • Hancock Whitney reported no remaining Morningstar position as of Q3 2020 after selling out during the quarter.
  • Hancock Whitney sold 2,090 Morningstar shares in Q3 2020, an estimated $295K.
  • Hancock Whitney first reported a position in Morningstar in Q1 2019 and held it in 6 quarters.
  • Hancock Whitney's Morningstar position peaked at $2.01M in Q4 2019.
  • 269 funds tracked by Wall St. Rank held Morningstar as of Q3 2020.

Based on Hancock Whitney's 13F filing for Q3 2020, filed 5 Nov 2020.