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Waddell & Reed Financial’s Morningstar MORN Stock Holding History

Waddell & Reed Financial’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
Q1 		– Sell
-28,360
Closed -$6.57M – 502
2020
Q4 		$6.57M Sell
28,360
-36,411
-56% -$7.23M 0.01% 428
2020
Q3 		$10.4M Sell
64,771
-41,133
-39% -$6.5M 0.03% 376
2020
Q2 		$14.9M Sell
105,904
-21,767
-17% -$3.07M 0.04% 352
2020
Q1 		$14.8M Buy
127,671
+13,229
+12% +$1.92M 0.05% 321
2019
Q4 		$17.3M Buy
+114,442
New +$17.6M 0.04% 356

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
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

Waddell & Reed Financial's MORN Position: Q1 2021 in Review

Waddell & Reed Financial sold out of Morningstar (MORN) in Q1 2021, closing a stake of 28,360 shares — an estimated $6.57M sold.

Waddell & Reed Financial first reported a position in MORN in Q4 2019 and held it in 5 quarters. The position peaked at $17.3M in Q4 2019. 308 funds tracked by Wall St. Rank hold MORN as of Q1 2021.

  • Waddell & Reed Financial reported no remaining Morningstar position as of Q1 2021 after selling out during the quarter.
  • Waddell & Reed Financial sold 28,360 Morningstar shares in Q1 2021, an estimated $6.57M.
  • Waddell & Reed Financial first reported a position in Morningstar in Q4 2019 and held it in 5 quarters.
  • Waddell & Reed Financial's Morningstar position peaked at $17.3M in Q4 2019.
  • 308 funds tracked by Wall St. Rank held Morningstar as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.