Orion Portfolio Solutions’s Morningstar MORN Stock Holding History

Orion Portfolio Solutions’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 Q3	–	Sell	-1	Closed	–	–	1428
2020 Q2	$0	Sell	1 -1	-50%	-$141	﹤0.01%	2359
2020 Q1	$0	Buy	+2	New	+$290	﹤0.01%	2144

Other funds holding MORN

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

ACM

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

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

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

BlackRock New York $5.72T AUM 30.48% 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

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Orion Portfolio Solutions's MORN Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Morningstar (MORN) in Q3 2020, closing a stake of 1 share.

Orion Portfolio Solutions first reported a position in MORN in Q1 2020 and held it in 2 quarters. The position peaked at $0 in Q2 2020. 269 funds tracked by Wall St. Rank hold MORN as of Q3 2020.

Orion Portfolio Solutions reported no remaining Morningstar position as of Q3 2020 after selling out during the quarter.
Orion Portfolio Solutions sold 1 Morningstar share in Q3 2020.
Orion Portfolio Solutions first reported a position in Morningstar in Q1 2020 and held it in 2 quarters.
Orion Portfolio Solutions's Morningstar position peaked at $0 in Q2 2020.
269 funds tracked by Wall St. Rank held Morningstar as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.