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Reilly Financial Advisors’s Morningstar MORN Stock Holding History

Reilly 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
2021
Q4 		$18K Buy
+52
New +$16.1K ﹤0.01% 586

Other funds holding MORN

Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
JP Morgan Chase
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

Reilly Financial Advisors's MORN Position: Q4 2021 in Review

Reilly Financial Advisors opened a new position in Morningstar (MORN) in Q4 2021: 52 shares worth $18K. The stake represents ﹤0.01% of the portfolio and ranks #586 among its holdings.

340 funds tracked by Wall St. Rank hold MORN as of Q4 2021.

  • Reilly Financial Advisors held 52 shares of Morningstar worth $18K as of Q4 2021.
  • Morningstar was a new Reilly Financial Advisors position in Q4 2021.
  • Morningstar made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #586 holding.
  • 340 funds tracked by Wall St. Rank held Morningstar as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.