Manchester Financial’s Morningstar MORN Stock Holding History

Manchester Financial’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
2021 Q2	–	Sell	-61	Closed	-$14K	–	415
2021 Q1	$14K	Hold	61	–	–	0.01%	375
2020 Q4	$14K	Buy	+61	New	+$12.1K	0.01%	322

Other funds holding MORN

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

ACM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Manchester Financial's MORN Position: Q2 2021 in Review

Manchester Financial sold out of Morningstar (MORN) in Q2 2021, closing a stake of 61 shares — an estimated $14K sold.

Manchester Financial first reported a position in MORN in Q4 2020 and held it in 2 quarters. The position peaked at $14K in Q1 2021. 295 funds tracked by Wall St. Rank hold MORN as of Q2 2021.

Manchester Financial reported no remaining Morningstar position as of Q2 2021 after selling out during the quarter.
Manchester Financial sold 61 Morningstar shares in Q2 2021, an estimated $14K.
Manchester Financial first reported a position in Morningstar in Q4 2020 and held it in 2 quarters.
Manchester Financial's Morningstar position peaked at $14K in Q1 2021.
295 funds tracked by Wall St. Rank held Morningstar as of Q2 2021.

Based on Manchester Financial's 13F filing for Q2 2021, filed 21 Jul 2021.