ARTA
MORN icon

A.R.T. Advisors’s Morningstar MORN Stock Holding History

A.R.T. Advisors’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
Q1 		– Sell
-6,532
Closed -$988K – 630
2019
Q4 		$988K Buy
6,532
+1,500
+30% +$230K 0.05% 567
2019
Q3 		$735K Sell
5,032
-900
-15% -$139K 0.04% 697
2019
Q2 		$858K Buy
5,932
+3,700
+166% +$511K 0.05% 521
2019
Q1 		$281K Sell
2,232
-3,468
-61% -$417K 0.02% 958
2018
Q4 		$626K Buy
5,700
+2,400
+73% +$281K 0.04% 622
2018
Q3 		$415K Sell
3,300
-1,300
-28% -$175K 0.02% 926
2018
Q2 		$589K Buy
+4,600
New +$526K 0.02% 859
2014
Q1 		– Sell
-5,831
Closed -$455K – 1472
2013
Q4 		$455K Buy
+5,831
New +$464K 0.02% 805

Other funds holding MORN

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 $34B AUM 6.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return