Kore Private Wealth’s Morningstar MORN Stock Holding History

Kore Private Wealth’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	-71	Closed	-$10K	–	775
2020 Q2	$10K	Buy	+71	New	+$10K	﹤0.01%	786
2020 Q1	–	Sell	-579	Closed	-$88K	–	1157
2019 Q4	$88K	Buy	+579	New	+$88.9K	0.02%	389
2019 Q1	–	Sell	-43	Closed	-$5K	–	960
2018 Q4	$5K	Buy	+43	New	+$5.04K	﹤0.01%	680

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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

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

Kore Private Wealth's MORN Position: Q3 2020 in Review

Kore Private Wealth sold out of Morningstar (MORN) in Q3 2020, closing a stake of 71 shares — an estimated $10K sold.

Kore Private Wealth first reported a position in MORN in Q4 2018 and held it in 3 quarters. The position peaked at $88K in Q4 2019. 269 funds tracked by Wall St. Rank hold MORN as of Q3 2020.

Kore Private Wealth reported no remaining Morningstar position as of Q3 2020 after selling out during the quarter.
Kore Private Wealth sold 71 Morningstar shares in Q3 2020, an estimated $10K.
Kore Private Wealth first reported a position in Morningstar in Q4 2018 and held it in 3 quarters.
Kore Private Wealth's Morningstar position peaked at $88K in Q4 2019.
269 funds tracked by Wall St. Rank held Morningstar as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.