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Sowell Financial Services’s Morningstar MORN Stock Holding History

Sowell Financial Services’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
-928
Closed -$242K – 1882
2021
Q1 		$242K Buy
928
+828
+828% +$194K 0.01% 942
2020
Q4 		$23K Hold
100
– – ﹤0.01% 1677
2020
Q3 		$16K Hold
100
– – ﹤0.01% 1656
2020
Q2 		$14K Hold
100
– – ﹤0.01% 1578
2020
Q1 		$12K Hold
100
– – ﹤0.01% 1560
2019
Q4 		$15K Sell
100
-48
-32% -$7.37K ﹤0.01% 1545
2019
Q3 		$22K Buy
+148
New +$22.8K ﹤0.01% 1246

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Kayne Anderson Rudnick Investment Management
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BAMCO Inc
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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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Sowell Financial Services's MORN Position: Q2 2021 in Review

Sowell Financial Services sold out of Morningstar (MORN) in Q2 2021, closing a stake of 928 shares — an estimated $242K sold.

Sowell Financial Services first reported a position in MORN in Q3 2019 and held it in 7 quarters. The position peaked at $242K in Q1 2021. 295 funds tracked by Wall St. Rank hold MORN as of Q2 2021.

  • Sowell Financial Services reported no remaining Morningstar position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 928 Morningstar shares in Q2 2021, an estimated $242K.
  • Sowell Financial Services first reported a position in Morningstar in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Morningstar position peaked at $242K in Q1 2021.
  • 295 funds tracked by Wall St. Rank held Morningstar as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.