Axa’s Morningstar MORN Stock Holding History

Axa’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	-49,804	Closed	-$7.02M	–	1328
2020 Q2	$7.02M	Sell	49,804 -300	-0.6%	-$42.4K	0.03%	524
2020 Q1	$5.83M	Sell	50,104 -500	-1%	-$72.4K	0.03%	486
2019 Q4	$7.66M	Buy	50,604 +33,904	+203%	+$5.21M	0.03%	508
2019 Q3	$2.44M	Buy	16,700 +5,000	+43%	+$770K	0.01%	817
2019 Q2	$1.69M	Sell	11,700 -5,200	-31%	-$718K	0.01%	875
2019 Q1	$2.13M	Buy	+16,900	New	+$2.03M	0.01%	843

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 $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

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

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

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

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

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

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

Axa's MORN Position: Q3 2020 in Review

Axa sold out of Morningstar (MORN) in Q3 2020, closing a stake of 49,804 shares — an estimated $7.02M sold.

Axa first reported a position in MORN in Q1 2019 and held it in 6 quarters. The position peaked at $7.66M in Q4 2019. 269 funds tracked by Wall St. Rank hold MORN as of Q3 2020.

Axa reported no remaining Morningstar position as of Q3 2020 after selling out during the quarter.
Axa sold 49,804 Morningstar shares in Q3 2020, an estimated $7.02M.
Axa first reported a position in Morningstar in Q1 2019 and held it in 6 quarters.
Axa's Morningstar position peaked at $7.66M in Q4 2019.
269 funds tracked by Wall St. Rank held Morningstar as of Q3 2020.

Based on Axa's 13F filing for Q3 2020, filed 13 Nov 2020.