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Artemis Investment Management’s Morningstar MORN Stock Holding History

Artemis Investment Management’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
2016
Q3 		– Sell
-48,500
Closed -$3.96M – 236
2016
Q2 		$3.96M Buy
48,500
+4
+0% +$334 0.11% 160
2016
Q1 		$4.28M Buy
+48,496
New +$3.87M 0.11% 147

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ACM
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Artemis Investment Management's MORN Position: Q3 2016 in Review

Artemis Investment Management sold out of Morningstar (MORN) in Q3 2016, closing a stake of 48,500 shares — an estimated $3.96M sold.

Artemis Investment Management first reported a position in MORN in Q1 2016 and held it in 2 quarters. The position peaked at $4.28M in Q1 2016. 172 funds tracked by Wall St. Rank hold MORN as of Q3 2016.

  • Artemis Investment Management reported no remaining Morningstar position as of Q3 2016 after selling out during the quarter.
  • Artemis Investment Management sold 48,500 Morningstar shares in Q3 2016, an estimated $3.96M.
  • Artemis Investment Management first reported a position in Morningstar in Q1 2016 and held it in 2 quarters.
  • Artemis Investment Management's Morningstar position peaked at $4.28M in Q1 2016.
  • 172 funds tracked by Wall St. Rank held Morningstar as of Q3 2016.

Based on Artemis Investment Management's 13F filing for Q3 2016, filed 10 Nov 2016.