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Omnia Family Wealth’s Morningstar MORN Stock Holding History

Omnia Family 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
2019
Q2 		– Sell
-231
Closed -$29K – 359
2019
Q1 		$29K Hold
231
– – 0.01% 188
2018
Q4 		$25K Hold
231
– – 0.01% 184
2018
Q3 		$29K Hold
231
– – 0.01% 183
2018
Q2 		$30K Hold
231
– – 0.01% 186
2018
Q1 		$22K Hold
231
– – 0.01% 203
2017
Q4 		$22K Buy
231
+170
+279% +$15.3K 0.01% 224
2017
Q3 		$5K Buy
+61
New +$4.97K ﹤0.01% 342

Other funds holding MORN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Omnia Family Wealth's MORN Position: Q2 2019 in Review

Omnia Family Wealth sold out of Morningstar (MORN) in Q2 2019, closing a stake of 231 shares — an estimated $29K sold.

Omnia Family Wealth first reported a position in MORN in Q3 2017 and held it in 7 quarters. The position peaked at $30K in Q2 2018. 234 funds tracked by Wall St. Rank hold MORN as of Q2 2019.

  • Omnia Family Wealth reported no remaining Morningstar position as of Q2 2019 after selling out during the quarter.
  • Omnia Family Wealth sold 231 Morningstar shares in Q2 2019, an estimated $29K.
  • Omnia Family Wealth first reported a position in Morningstar in Q3 2017 and held it in 7 quarters.
  • Omnia Family Wealth's Morningstar position peaked at $30K in Q2 2018.
  • 234 funds tracked by Wall St. Rank held Morningstar as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.