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Champlain Investment Partners’s Morningstar MORN Stock Holding History

Champlain Investment Partners’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
2020
Q4 		– Sell
-310,310
Closed -$49.8M – 127
2020
Q3 		$49.8M Sell
310,310
-1,380
-0.4% -$218K 0.34% 96
2020
Q2 		$43.9M Buy
311,690
+1,230
+0.4% +$174K 0.32% 100
2020
Q1 		$36.1M Buy
310,460
+3,765
+1% +$546K 0.33% 97
2019
Q4 		$46.4M Buy
306,695
+545
+0.2% +$83.7K 0.34% 98
2019
Q3 		$44.7M Buy
306,150
+9,435
+3% +$1.45M 0.37% 93
2019
Q2 		$42.9M Buy
296,715
+6,950
+2% +$959K 0.36% 97
2019
Q1 		$36.5M Buy
289,765
+10,560
+4% +$1.27M 0.32% 101
2018
Q4 		$30.7M Sell
279,205
-1,435
-0.5% -$168K 0.31% 104
2018
Q3 		$35.3M Sell
280,640
-64,655
-19% -$8.71M 0.31% 99
2018
Q2 		$44.3M Sell
345,295
-76,760
-18% -$8.78M 0.43% 97
2018
Q1 		$40.3M Buy
422,055
+38,425
+10% +$3.69M 0.44% 93
2017
Q4 		$37.2M Buy
383,630
+5,675
+2% +$511K 0.42% 89
2017
Q3 		$32.1M Buy
377,955
+28,330
+8% +$2.31M 0.38% 95
2017
Q2 		$27.4M Buy
349,625
+60,345
+21% +$4.55M 0.33% 97
2017
Q1 		$22.7M Buy
289,280
+194,580
+205% +$15.1M 0.3% 104
2016
Q4 		$6.97M Buy
+94,700
New +$6.96M 0.1% 117
2013
Q3 		– Sell
-239,335
Closed -$18.6M – 140
2013
Q2 		$18.6M Buy
+239,335
New +$16.6M 0.38% 106

Other funds holding MORN

Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Champlain Investment Partners's MORN Position: Q4 2020 in Review

Champlain Investment Partners sold out of Morningstar (MORN) in Q4 2020, closing a stake of 310,310 shares — an estimated $49.8M sold.

Champlain Investment Partners first reported a position in MORN in Q2 2013 and held it in 17 quarters. The position peaked at $49.8M in Q3 2020. 301 funds tracked by Wall St. Rank hold MORN as of Q4 2020.

  • Champlain Investment Partners reported no remaining Morningstar position as of Q4 2020 after selling out during the quarter.
  • Champlain Investment Partners sold 310,310 Morningstar shares in Q4 2020, an estimated $49.8M.
  • Champlain Investment Partners first reported a position in Morningstar in Q2 2013 and held it in 17 quarters.
  • Champlain Investment Partners's Morningstar position peaked at $49.8M in Q3 2020.
  • 301 funds tracked by Wall St. Rank held Morningstar as of Q4 2020.

Based on Champlain Investment Partners's 13F filing for Q4 2020, filed 12 Feb 2021.