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Miracle Mile Advisors’s Morningstar MORN Stock Holding History

Miracle Mile 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
2020
Q1 		– Sell
-26,316
Closed -$3.98M – 300
2019
Q4 		$3.98M Buy
26,316
+769
+3% +$118K 0.27% 76
2019
Q3 		$3.73M Sell
25,547
-1,598
-6% -$246K 0.26% 81
2019
Q2 		$3.93M Buy
27,145
+3,494
+15% +$482K 0.29% 72
2019
Q1 		$2.98M Buy
+23,651
New +$2.84M 0.24% 76

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 $32.2B AUM 10.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Miracle Mile Advisors's MORN Position: Q1 2020 in Review

Miracle Mile Advisors sold out of Morningstar (MORN) in Q1 2020, closing a stake of 26,316 shares — an estimated $3.98M sold.

Miracle Mile Advisors first reported a position in MORN in Q1 2019 and held it in 4 quarters. The position peaked at $3.98M in Q4 2019. 222 funds tracked by Wall St. Rank hold MORN as of Q1 2020.

  • Miracle Mile Advisors reported no remaining Morningstar position as of Q1 2020 after selling out during the quarter.
  • Miracle Mile Advisors sold 26,316 Morningstar shares in Q1 2020, an estimated $3.98M.
  • Miracle Mile Advisors first reported a position in Morningstar in Q1 2019 and held it in 4 quarters.
  • Miracle Mile Advisors's Morningstar position peaked at $3.98M in Q4 2019.
  • 222 funds tracked by Wall St. Rank held Morningstar as of Q1 2020.

Based on Miracle Mile Advisors's 13F filing for Q1 2020, filed 11 May 2020.