BlueCrest Capital Management’s Morningstar MORN Stock Holding History

BlueCrest Capital Management’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
2019 Q2	–	Sell	-4,883	Closed	-$615K	–	816
2019 Q1	$615K	Buy	+4,883	New	+$587K	0.02%	411
2018 Q4	–	Sell	-3,894	Closed	-$490K	–	1208
2018 Q3	$490K	Buy	3,894 +23	+0.6%	+$3.1K	0.01%	765
2018 Q2	$496K	Buy	+3,871	New	+$443K	0.01%	845
2016 Q2	–	Sell	-4,769	Closed	-$421K	–	982
2016 Q1	$421K	Buy	+4,769	New	+$380K	0.03%	534

Other funds holding MORN

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

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

BlueCrest Capital Management's MORN Position: Q2 2019 in Review

BlueCrest Capital Management sold out of Morningstar (MORN) in Q2 2019, closing a stake of 4,883 shares — an estimated $615K sold.

BlueCrest Capital Management first reported a position in MORN in Q1 2016 and held it in 4 quarters. The position peaked at $615K in Q1 2019. 234 funds tracked by Wall St. Rank hold MORN as of Q2 2019.

BlueCrest Capital Management reported no remaining Morningstar position as of Q2 2019 after selling out during the quarter.
BlueCrest Capital Management sold 4,883 Morningstar shares in Q2 2019, an estimated $615K.
BlueCrest Capital Management first reported a position in Morningstar in Q1 2016 and held it in 4 quarters.
BlueCrest Capital Management's Morningstar position peaked at $615K in Q1 2019.
234 funds tracked by Wall St. Rank held Morningstar as of Q2 2019.

Based on BlueCrest Capital Management's 13F filing for Q2 2019, filed 14 Aug 2019.