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

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return