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AHL Partners’s Morningstar MORN Stock Holding History

AHL Partners’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
2017
Q4 		– Sell
-3,665
Closed -$311K – 1319
2017
Q3 		$311K Hold
3,665
– – 0.01% 1147
2017
Q2 		$287K Hold
3,665
– – 0.01% 1034
2017
Q1 		$288K Sell
3,665
-23,290
-86% -$1.81M 0.01% 1089
2016
Q4 		$1.98M Buy
26,955
+14,924
+124% +$1.1M 0.06% 510
2016
Q3 		$954K Buy
+12,031
New +$989K 0.04% 615
2015
Q1 		– Sell
-5,274
Closed -$342K – 824
2014
Q4 		$342K Sell
5,274
-5,049
-49% -$334K 0.02% 683
2014
Q3 		$701K Buy
+10,323
New +$707K 0.05% 414

Other funds holding MORN

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BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AHL Partners's MORN Position: Q4 2017 in Review

AHL Partners sold out of Morningstar (MORN) in Q4 2017, closing a stake of 3,665 shares — an estimated $311K sold.

AHL Partners first reported a position in MORN in Q3 2014 and held it in 7 quarters. The position peaked at $1.98M in Q4 2016. 181 funds tracked by Wall St. Rank hold MORN as of Q4 2017.

  • AHL Partners reported no remaining Morningstar position as of Q4 2017 after selling out during the quarter.
  • AHL Partners sold 3,665 Morningstar shares in Q4 2017, an estimated $311K.
  • AHL Partners first reported a position in Morningstar in Q3 2014 and held it in 7 quarters.
  • AHL Partners's Morningstar position peaked at $1.98M in Q4 2016.
  • 181 funds tracked by Wall St. Rank held Morningstar as of Q4 2017.

Based on AHL Partners's 13F filing for Q4 2017, filed 14 Feb 2018.