AIM
MORN icon

Assured Investment Management’s Morningstar MORN Stock Holding History

Assured 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
2019
Q2 		– Sell
-121
Closed -$15K – 534
2019
Q1 		$15K Sell
121
-2,669
-96% -$321K ﹤0.01% 1033
2018
Q4 		$306K Sell
2,790
-7,313
-72% -$857K 0.01% 794
2018
Q3 		$1.27M Buy
10,103
+2,070
+26% +$279K 0.03% 505
2018
Q2 		$1.03M Sell
8,033
-502
-6% -$57.4K 0.02% 551
2018
Q1 		$815K Buy
+8,535
New +$821K 0.02% 615

Other funds holding MORN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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