AMP Capital Investors’s Morningstar MORN Stock Holding History

AMP Capital Investors’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
2019 Q3	–	Sell	-2,800	Closed	-$401K	–	1213
2019 Q2	$401K	Hold	2,800	–	–	﹤0.01%	1027
2019 Q1	$349K	Sell	2,800 -1,400	-33%	-$168K	﹤0.01%	1030
2018 Q4	$462K	Sell	4,200 -1,700	-29%	-$199K	﹤0.01%	967
2018 Q3	$744K	Hold	5,900	–	–	﹤0.01%	918
2018 Q2	$757K	Hold	5,900	–	–	﹤0.01%	930
2018 Q1	$560K	Buy	+5,900	New	+$567K	﹤0.01%	973
2017 Q4	–	Sell	-3,616	Closed	-$307K	–	1213
2017 Q3	$307K	Hold	3,616	–	–	﹤0.01%	1053
2017 Q2	$283K	Hold	3,616	–	–	﹤0.01%	1054
2017 Q1	$282K	Buy	+3,616	New	+$281K	﹤0.01%	1067

Other funds holding MORN

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

ACM

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

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

AMP Capital Investors's MORN Position: Q3 2019 in Review

AMP Capital Investors sold out of Morningstar (MORN) in Q3 2019, closing a stake of 2,800 shares — an estimated $401K sold.

AMP Capital Investors first reported a position in MORN in Q1 2017 and held it in 9 quarters. The position peaked at $757K in Q2 2018. 244 funds tracked by Wall St. Rank hold MORN as of Q3 2019.

AMP Capital Investors reported no remaining Morningstar position as of Q3 2019 after selling out during the quarter.
AMP Capital Investors sold 2,800 Morningstar shares in Q3 2019, an estimated $401K.
AMP Capital Investors first reported a position in Morningstar in Q1 2017 and held it in 9 quarters.
AMP Capital Investors's Morningstar position peaked at $757K in Q2 2018.
244 funds tracked by Wall St. Rank held Morningstar as of Q3 2019.

Based on AMP Capital Investors's 13F filing for Q3 2019, filed 13 Nov 2019.