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Tuttle Capital Management’s Morningstar MORN Stock Holding History

Tuttle Capital Management’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
-2,387
Closed -$537K – 329
2021
Q1 		$537K Buy
+2,387
New +$559K 0.21% 121

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WA
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
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Renaissance Technologies
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Tuttle Capital Management's MORN Position: Q2 2021 in Review

Tuttle Capital Management sold out of Morningstar (MORN) in Q2 2021, closing a stake of 2,387 shares — an estimated $537K sold.

Tuttle Capital Management first reported a position in MORN in Q1 2021 and held it in 1 quarter. The position peaked at $537K in Q1 2021. 295 funds tracked by Wall St. Rank hold MORN as of Q2 2021.

  • Tuttle Capital Management reported no remaining Morningstar position as of Q2 2021 after selling out during the quarter.
  • Tuttle Capital Management sold 2,387 Morningstar shares in Q2 2021, an estimated $537K.
  • Tuttle Capital Management first reported a position in Morningstar in Q1 2021 and held it in 1 quarter.
  • Tuttle Capital Management's Morningstar position peaked at $537K in Q1 2021.
  • 295 funds tracked by Wall St. Rank held Morningstar as of Q2 2021.

Based on Tuttle Capital Management's 13F filing for Q2 2021, filed 21 Jul 2021.