AJO LP’s Morningstar MORN Stock Holding History

AJO LP’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 Q3	–	Sell	-12,551	Closed	-$1.77M	–	769
2020 Q2	$1.77M	Buy	12,551 +10,833	+631%	+$1.53M	0.02%	398
2020 Q1	$199K	Buy	+1,718	New	+$249K	﹤0.01%	561
2014 Q1	–	Sell	-122,200	Closed	-$9.54M	–	439
2013 Q4	$9.54M	Buy	+122,200	New	+$9.72M	0.04%	219

Other funds holding MORN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

AJO LP's MORN Position: Q3 2020 in Review

AJO LP sold out of Morningstar (MORN) in Q3 2020, closing a stake of 12,551 shares — an estimated $1.77M sold.

AJO LP first reported a position in MORN in Q4 2013 and held it in 3 quarters. The position peaked at $9.54M in Q4 2013. 269 funds tracked by Wall St. Rank hold MORN as of Q3 2020.

AJO LP reported no remaining Morningstar position as of Q3 2020 after selling out during the quarter.
AJO LP sold 12,551 Morningstar shares in Q3 2020, an estimated $1.77M.
AJO LP first reported a position in Morningstar in Q4 2013 and held it in 3 quarters.
AJO LP's Morningstar position peaked at $9.54M in Q4 2013.
269 funds tracked by Wall St. Rank held Morningstar as of Q3 2020.

Based on AJO LP's 13F filing for Q3 2020, filed 10 Nov 2020.