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Plante Moran Financial Advisors’s Morningstar MORN Stock Holding History

Plante Moran Financial 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
2019
Q4 		– Sell
-140
Closed -$20K – 840
2019
Q3 		$20K Buy
+140
New +$21.6K 0.01% 498

Other funds holding MORN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
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
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Plante Moran Financial Advisors's MORN Position: Q4 2019 in Review

Plante Moran Financial Advisors sold out of Morningstar (MORN) in Q4 2019, closing a stake of 140 shares — an estimated $20K sold.

Plante Moran Financial Advisors first reported a position in MORN in Q3 2019 and held it in 1 quarter. The position peaked at $20K in Q3 2019. 240 funds tracked by Wall St. Rank hold MORN as of Q4 2019.

  • Plante Moran Financial Advisors reported no remaining Morningstar position as of Q4 2019 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 140 Morningstar shares in Q4 2019, an estimated $20K.
  • Plante Moran Financial Advisors first reported a position in Morningstar in Q3 2019 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Morningstar position peaked at $20K in Q3 2019.
  • 240 funds tracked by Wall St. Rank held Morningstar as of Q4 2019.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.