Nachman Norwood & Parrott’s Morningstar MORN Stock Holding History

Nachman Norwood & Parrott’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 Q4	–	Sell	-27	Closed	-$4K	–	729
2020 Q3	$4K	Buy	+27	New	+$4.26K	﹤0.01%	997

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

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

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

ACM

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Nachman Norwood & Parrott's MORN Position: Q4 2020 in Review

Nachman Norwood & Parrott sold out of Morningstar (MORN) in Q4 2020, closing a stake of 27 shares — an estimated $4K sold.

Nachman Norwood & Parrott first reported a position in MORN in Q3 2020 and held it in 1 quarter. The position peaked at $4K in Q3 2020. 301 funds tracked by Wall St. Rank hold MORN as of Q4 2020.

Nachman Norwood & Parrott reported no remaining Morningstar position as of Q4 2020 after selling out during the quarter.
Nachman Norwood & Parrott sold 27 Morningstar shares in Q4 2020, an estimated $4K.
Nachman Norwood & Parrott first reported a position in Morningstar in Q3 2020 and held it in 1 quarter.
Nachman Norwood & Parrott's Morningstar position peaked at $4K in Q3 2020.
301 funds tracked by Wall St. Rank held Morningstar as of Q4 2020.

Based on Nachman Norwood & Parrott's 13F filing for Q4 2020, filed 19 Jan 2021.