tru Independence’s Morningstar MORN Stock Holding History

tru Independence’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	-4,628	Closed	-$1.04M	–	339
2021 Q1	$1.04M	Buy	4,628 +1,382	+43%	+$324K	0.2%	105
2020 Q4	$752	Buy	+3,246	New	+$645K	﹤0.01%	363

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

tru Independence's MORN Position: Q2 2021 in Review

tru Independence sold out of Morningstar (MORN) in Q2 2021, closing a stake of 4,628 shares — an estimated $1.04M sold.

tru Independence first reported a position in MORN in Q4 2020 and held it in 2 quarters. The position peaked at $1.04M in Q1 2021. 295 funds tracked by Wall St. Rank hold MORN as of Q2 2021.

tru Independence reported no remaining Morningstar position as of Q2 2021 after selling out during the quarter.
tru Independence sold 4,628 Morningstar shares in Q2 2021, an estimated $1.04M.
tru Independence first reported a position in Morningstar in Q4 2020 and held it in 2 quarters.
tru Independence's Morningstar position peaked at $1.04M in Q1 2021.
295 funds tracked by Wall St. Rank held Morningstar as of Q2 2021.

Based on tru Independence's 13F filing for Q2 2021, filed 3 Aug 2021.