Rational Advisors’s Morningstar MORN Stock Holding History

Rational 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
2021 Q2	–	Sell	-718	Closed	-$162K	–	169
2021 Q1	$162K	Buy	+718	New	+$168K	0.03%	146

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

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

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

ACM

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

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

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

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

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Rational Advisors's MORN Position: Q2 2021 in Review

Rational Advisors sold out of Morningstar (MORN) in Q2 2021, closing a stake of 718 shares — an estimated $162K sold.

Rational Advisors first reported a position in MORN in Q1 2021 and held it in 1 quarter. The position peaked at $162K in Q1 2021. 295 funds tracked by Wall St. Rank hold MORN as of Q2 2021.

Rational Advisors reported no remaining Morningstar position as of Q2 2021 after selling out during the quarter.
Rational Advisors sold 718 Morningstar shares in Q2 2021, an estimated $162K.
Rational Advisors first reported a position in Morningstar in Q1 2021 and held it in 1 quarter.
Rational Advisors's Morningstar position peaked at $162K in Q1 2021.
295 funds tracked by Wall St. Rank held Morningstar as of Q2 2021.

Based on Rational Advisors's 13F filing for Q2 2021, filed 6 Aug 2021.