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BlackRock Group’s Morningstar MORN Stock Holding History

BlackRock Group’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
Q4 		$1.11M Buy
15,152
+1,798
+13% +$132K ﹤0.01% 2085
2016
Q3 		$1.06M Sell
13,354
-1,610
-11% -$132K ﹤0.01% 2006
2016
Q2 		$1.22M Sell
14,964
-310
-2% -$25.9K ﹤0.01% 1863
2016
Q1 		$1.35M Buy
15,274
+2,661
+21% +$212K ﹤0.01% 1764
2015
Q4 		$1.01M Buy
12,613
+1,885
+18% +$153K ﹤0.01% 1891
2015
Q3 		$861K Buy
10,728
+1,272
+13% +$104K ﹤0.01% 1973
2015
Q2 		$752K Buy
9,456
+950
+11% +$72.8K ﹤0.01% 2100
2015
Q1 		$637K Buy
8,506
+833
+11% +$59.1K ﹤0.01% 2094
2014
Q4 		$496K Sell
7,673
-261
-3% -$17.3K ﹤0.01% 2240
2014
Q3 		$539K Buy
7,934
+153
+2% +$10.5K ﹤0.01% 2140
2014
Q2 		$558K Sell
7,781
-14,163
-65% -$1.04M ﹤0.01% 2161
2014
Q1 		$1.73M Buy
21,944
+4,578
+26% +$365K ﹤0.01% 1667
2013
Q4 		$1.36M Buy
17,366
+2,142
+14% +$170K ﹤0.01% 1793
2013
Q3 		$1.21M Sell
15,224
-3,479
-19% -$269K ﹤0.01% 1792
2013
Q2 		$1.45M Buy
+18,703
New +$1.3M ﹤0.01% 1488

Other funds holding MORN

ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BlackRock Group's MORN Position: Q4 2016 in Review

BlackRock Group increased its Morningstar (MORN) stake by 13% in Q4 2016, buying an estimated $132K and bringing the position to 15,152 shares worth $1.11M. The position accounts for ﹤0.01% of the portfolio, ranked #2085.

BlackRock Group first reported a position in MORN in Q2 2013 and has held it in 15 quarters since. The position peaked at $1.73M in Q1 2014. 171 funds tracked by Wall St. Rank hold MORN as of Q4 2016.

  • BlackRock Group held 15,152 shares of Morningstar worth $1.11M as of Q4 2016.
  • BlackRock Group bought 1,798 Morningstar shares in Q4 2016, an estimated $132K.
  • Morningstar made up ﹤0.01% of BlackRock Group's portfolio in Q4 2016, its #2085 holding.
  • BlackRock Group first reported a position in Morningstar in Q2 2013 and has held it in 15 quarters since.
  • BlackRock Group's Morningstar position peaked at $1.73M in Q1 2014.
  • 171 funds tracked by Wall St. Rank held Morningstar as of Q4 2016.

Based on BlackRock Group's 13F filing for Q4 2016, filed 10 Feb 2017.