IRAG
MORN icon

Investment Research & Advisory Group’s Morningstar MORN Stock Holding History

Investment Research & Advisory Group’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
Q1 		– Sell
-77
Closed -$12K – 170
2019
Q4 		$12K Buy
+77
New +$11.8K 0.01% 149

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 $34B AUM 6.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $33.1B AUM 11.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Investment Research & Advisory Group's MORN Position: Q1 2020 in Review

Investment Research & Advisory Group sold out of Morningstar (MORN) in Q1 2020, closing a stake of 77 shares — an estimated $12K sold.

Investment Research & Advisory Group first reported a position in MORN in Q4 2019 and held it in 1 quarter. The position peaked at $12K in Q4 2019. 223 funds tracked by Wall St. Rank hold MORN as of Q1 2020.

  • Investment Research & Advisory Group reported no remaining Morningstar position as of Q1 2020 after selling out during the quarter.
  • Investment Research & Advisory Group sold 77 Morningstar shares in Q1 2020, an estimated $12K.
  • Investment Research & Advisory Group first reported a position in Morningstar in Q4 2019 and held it in 1 quarter.
  • Investment Research & Advisory Group's Morningstar position peaked at $12K in Q4 2019.
  • 223 funds tracked by Wall St. Rank held Morningstar as of Q1 2020.

Based on Investment Research & Advisory Group's 13F filing for Q1 2020, filed 30 Apr 2020.