SL
MORN icon

Savior LLC’s Morningstar MORN Stock Holding History

Savior LLC’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
Q3 		– Sell
-22
Closed -$6K – 544
2021
Q2 		$6K Hold
22
– – 0.01% 526
2021
Q1 		$5K Hold
22
– – 0.01% 582
2020
Q4 		$5K Hold
22
– – ﹤0.01% 564
2020
Q3 		$4K Hold
22
– – ﹤0.01% 570
2020
Q2 		$3K Hold
22
– – ﹤0.01% 589
2020
Q1 		$3K Hold
22
– – ﹤0.01% 562
2019
Q4 		$3K Buy
+22
New +$3.38K ﹤0.01% 694

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BAMCO Inc
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
BlackRock New York $6.73T AUM 46.02% 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
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Savior LLC's MORN Position: Q3 2021 in Review

Savior LLC sold out of Morningstar (MORN) in Q3 2021, closing a stake of 22 shares — an estimated $6K sold.

Savior LLC first reported a position in MORN in Q4 2019 and held it in 7 quarters. The position peaked at $6K in Q2 2021. 317 funds tracked by Wall St. Rank hold MORN as of Q3 2021.

  • Savior LLC reported no remaining Morningstar position as of Q3 2021 after selling out during the quarter.
  • Savior LLC sold 22 Morningstar shares in Q3 2021, an estimated $6K.
  • Savior LLC first reported a position in Morningstar in Q4 2019 and held it in 7 quarters.
  • Savior LLC's Morningstar position peaked at $6K in Q2 2021.
  • 317 funds tracked by Wall St. Rank held Morningstar as of Q3 2021.

Based on Savior LLC's 13F filing for Q3 2021, filed 5 Oct 2021.