Squar Milner Financial Services’s Morningstar MORN Stock Holding History

Squar Milner 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
2020 Q2	–	Sell	-997	Closed	-$115K	–	509
2020 Q1	$115K	Buy	997 +137	+16%	+$19.9K	0.07%	239
2019 Q4	$130K	Sell	860 -459	-35%	-$70.5K	0.06%	274
2019 Q3	$212K	Buy	1,319 +1,297	+5,895%	+$200K	0.11%	204
2019 Q2	$3K	Sell	22 -40	-65%	-$5.52K	﹤0.01%	674
2019 Q1	$7K	Buy	+62	New	+$7.45K	0.01%	598
2018 Q4	–	Sell	-67	Closed	-$8K	–	757
2018 Q3	$8K	Hold	67	–	–	0.01%	541
2018 Q2	$9K	Buy	+67	New	+$7.66K	0.01%	616

Other funds holding MORN

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

ACM

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Squar Milner Financial Services's MORN Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Morningstar (MORN) in Q2 2020, closing a stake of 997 shares — an estimated $115K sold.

Squar Milner Financial Services first reported a position in MORN in Q2 2018 and held it in 7 quarters. The position peaked at $212K in Q3 2019. 250 funds tracked by Wall St. Rank hold MORN as of Q2 2020.

Squar Milner Financial Services reported no remaining Morningstar position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 997 Morningstar shares in Q2 2020, an estimated $115K.
Squar Milner Financial Services first reported a position in Morningstar in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's Morningstar position peaked at $212K in Q3 2019.
250 funds tracked by Wall St. Rank held Morningstar as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.