Private Advisor Group’s Morningstar MORN Stock Holding History

Private Advisor Group’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
2021 Q4	–	Sell	-4,512	Closed	-$1.17M	–	2187
2021 Q3	$1.17M	Sell	4,512 -1,784	-28%	-$469K	0.01%	1135
2021 Q2	$1.62M	Hold	6,296	–	–	0.01%	842
2021 Q1	$1.42M	Buy	+6,296	New	+$1.48M	0.01%	848
2020 Q3	–	Sell	-32	Closed	-$5K	–	2713
2020 Q2	$5K	Buy	+32	New	+$4.52K	﹤0.01%	3252

Other funds holding MORN

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ACM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Private Advisor Group's MORN Position: Q4 2021 in Review

Private Advisor Group sold out of Morningstar (MORN) in Q4 2021, closing a stake of 4,512 shares — an estimated $1.17M sold.

Private Advisor Group first reported a position in MORN in Q2 2020 and held it in 4 quarters. The position peaked at $1.62M in Q2 2021. 340 funds tracked by Wall St. Rank hold MORN as of Q4 2021.

Private Advisor Group reported no remaining Morningstar position as of Q4 2021 after selling out during the quarter.
Private Advisor Group sold 4,512 Morningstar shares in Q4 2021, an estimated $1.17M.
Private Advisor Group first reported a position in Morningstar in Q2 2020 and held it in 4 quarters.
Private Advisor Group's Morningstar position peaked at $1.62M in Q2 2021.
340 funds tracked by Wall St. Rank held Morningstar as of Q4 2021.

Based on Private Advisor Group's 13F filing for Q4 2021, filed 10 Feb 2022.