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BlackRock Institutional Trust’s Morningstar MORN Stock Holding History

BlackRock Institutional Trust’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 		$38.4M Buy
521,417
+9,644
+2% +$709K 0.01% 1512
2016
Q3 		$40.6M Buy
511,773
+57,975
+13% +$4.77M 0.01% 1421
2016
Q2 		$37.1M Sell
453,798
-3,173
-0.7% -$265K 0.01% 1422
2016
Q1 		$40.3M Sell
456,971
-40,179
-8% -$3.2M 0.01% 1366
2015
Q4 		$40M Buy
497,150
+42,248
+9% +$3.42M 0.01% 1400
2015
Q3 		$36.5M Sell
454,902
-1,110
-0.2% -$90.6K 0.01% 1425
2015
Q2 		$36.3M Sell
456,012
-9,939
-2% -$761K 0.01% 1501
2015
Q1 		$34.9M Sell
465,951
-8,924
-2% -$633K 0.01% 1561
2014
Q4 		$30.7M Sell
474,875
-30,141
-6% -$2M ﹤0.01% 1629
2014
Q3 		$34.3M Sell
505,016
-17,711
-3% -$1.21M 0.01% 1516
2014
Q2 		$37.5M Sell
522,727
-38,570
-7% -$2.82M 0.01% 1523
2014
Q1 		$44.4M Buy
561,297
+17,968
+3% +$1.43M 0.01% 1363
2013
Q4 		$42.4M Sell
543,329
-8,763
-2% -$697K 0.01% 1389
2013
Q3 		$43.8M Sell
552,092
-9,269
-2% -$716K 0.01% 1286
2013
Q2 		$43.5M Buy
+561,361
New +$38.9M 0.01% 1241

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock Institutional Trust's MORN Position: Q4 2016 in Review

BlackRock Institutional Trust increased its Morningstar (MORN) stake by 1.9% in Q4 2016, buying an estimated $709K and bringing the position to 521,417 shares worth $38.4M. The position accounts for 0.01% of the portfolio, ranked #1512.

BlackRock Institutional Trust first reported a position in MORN in Q2 2013 and has held it in 15 quarters since. The position peaked at $44.4M in Q1 2014. 171 funds tracked by Wall St. Rank hold MORN as of Q4 2016.

  • BlackRock Institutional Trust held 521,417 shares of Morningstar worth $38.4M as of Q4 2016.
  • BlackRock Institutional Trust bought 9,644 Morningstar shares in Q4 2016, an estimated $709K.
  • Morningstar made up 0.01% of BlackRock Institutional Trust's portfolio in Q4 2016, its #1512 holding.
  • BlackRock Institutional Trust first reported a position in Morningstar in Q2 2013 and has held it in 15 quarters since.
  • BlackRock Institutional Trust's Morningstar position peaked at $44.4M in Q1 2014.
  • 171 funds tracked by Wall St. Rank held Morningstar as of Q4 2016.

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