Loring Wolcott & Coolidge Fiduciary Advisors’s Morningstar MORN Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2022 Q2	–	Sell	-46	Closed	-$13K	–	663
2022 Q1	$13K	Hold	46	–	–	﹤0.01%	539
2021 Q4	$16K	Hold	46	–	–	﹤0.01%	557
2021 Q3	$12K	Hold	46	–	–	﹤0.01%	572
2021 Q2	$12K	Buy	+46	New	+$11.2K	﹤0.01%	605
2021 Q1	–	Sell	-46	Closed	-$11K	–	546
2020 Q4	$11K	Hold	46	–	–	﹤0.01%	558
2020 Q3	$7K	Hold	46	–	–	﹤0.01%	530
2020 Q2	$6K	Hold	46	–	–	﹤0.01%	533
2020 Q1	$5K	Hold	46	–	–	﹤0.01%	585
2019 Q4	$7K	Hold	46	–	–	﹤0.01%	596
2019 Q3	$7K	Hold	46	–	–	﹤0.01%	591
2019 Q2	$7K	Hold	46	–	–	﹤0.01%	582
2019 Q1	$6K	Hold	46	–	–	﹤0.01%	586
2018 Q4	$5K	Hold	46	–	–	﹤0.01%	599
2018 Q3	$6K	Hold	46	–	–	﹤0.01%	560
2018 Q2	$6K	Sell	46 -33	-42%	-$3.77K	﹤0.01%	575
2018 Q1	$8K	Hold	79	–	–	﹤0.01%	596
2017 Q4	$8K	Hold	79	–	–	﹤0.01%	583
2017 Q3	$7K	Buy	79 +46	+139%	+$3.75K	﹤0.01%	574
2017 Q2	$3K	Hold	33	–	–	﹤0.01%	608
2017 Q1	$3K	Sell	33 -100	-75%	-$7.78K	﹤0.01%	596
2016 Q4	$10K	Buy	+133	New	+$9.78K	﹤0.01%	533

Other funds holding MORN

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

ACM

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

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

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

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

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

Loring Wolcott & Coolidge Fiduciary Advisors's MORN Position: Q2 2022 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Morningstar (MORN) in Q2 2022, closing a stake of 46 shares — an estimated $13K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in MORN in Q4 2016 and held it in 21 quarters. The position peaked at $16K in Q4 2021. 324 funds tracked by Wall St. Rank hold MORN as of Q2 2022.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Morningstar position as of Q2 2022 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 46 Morningstar shares in Q2 2022, an estimated $13K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Morningstar in Q4 2016 and held it in 21 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Morningstar position peaked at $16K in Q4 2021.
324 funds tracked by Wall St. Rank held Morningstar as of Q2 2022.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2022, filed 26 Jul 2022.