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BlackRock Japan’s Morningstar MORN Stock Holding History

BlackRock Japan’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
2014
Q4 		– Sell
-1,009
Closed -$69K – 1355
2014
Q3 		$69K Buy
1,009
+589
+140% +$40.3K ﹤0.01% 1007
2014
Q2 		$30K Sell
420
-1,572
-79% -$115K ﹤0.01% 1108
2014
Q1 		$157K Buy
+1,992
New +$159K ﹤0.01% 984

Other funds holding MORN

ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $931M AUM 4.95% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

BlackRock Japan's MORN Position: Q4 2014 in Review

BlackRock Japan sold out of Morningstar (MORN) in Q4 2014, closing a stake of 1,009 shares — an estimated $69K sold.

BlackRock Japan first reported a position in MORN in Q1 2014 and held it in 3 quarters. The position peaked at $157K in Q1 2014. 147 funds tracked by Wall St. Rank hold MORN as of Q4 2014.

  • BlackRock Japan reported no remaining Morningstar position as of Q4 2014 after selling out during the quarter.
  • BlackRock Japan sold 1,009 Morningstar shares in Q4 2014, an estimated $69K.
  • BlackRock Japan first reported a position in Morningstar in Q1 2014 and held it in 3 quarters.
  • BlackRock Japan's Morningstar position peaked at $157K in Q1 2014.
  • 147 funds tracked by Wall St. Rank held Morningstar as of Q4 2014.

Based on BlackRock Japan's 13F filing for Q4 2014, filed 9 Feb 2015.