Inspire Investing’s Morningstar MORN Stock Holding History

Inspire Investing’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 Q2	–	Sell	-333	Closed	-$39K	–	627
2020 Q1	$39K	Buy	+333	New	+$48.3K	0.02%	582

Other funds holding MORN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

ACM

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Inspire Investing's MORN Position: Q2 2020 in Review

Inspire Investing sold out of Morningstar (MORN) in Q2 2020, closing a stake of 333 shares — an estimated $39K sold.

Inspire Investing first reported a position in MORN in Q1 2020 and held it in 1 quarter. The position peaked at $39K in Q1 2020. 250 funds tracked by Wall St. Rank hold MORN as of Q2 2020.

Inspire Investing reported no remaining Morningstar position as of Q2 2020 after selling out during the quarter.
Inspire Investing sold 333 Morningstar shares in Q2 2020, an estimated $39K.
Inspire Investing first reported a position in Morningstar in Q1 2020 and held it in 1 quarter.
Inspire Investing's Morningstar position peaked at $39K in Q1 2020.
250 funds tracked by Wall St. Rank held Morningstar as of Q2 2020.

Based on Inspire Investing's 13F filing for Q2 2020, filed 12 Aug 2020.