Clean Yield Group’s Morningstar MORN Stock Holding History

Clean Yield 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
2019 Q3	–	Sell	-131	Closed	-$19K	–	344
2019 Q2	$19K	Buy	+131	New	+$18.1K	0.01%	269

Other funds holding MORN

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Clean Yield Group's MORN Position: Q3 2019 in Review

Clean Yield Group sold out of Morningstar (MORN) in Q3 2019, closing a stake of 131 shares — an estimated $19K sold.

Clean Yield Group first reported a position in MORN in Q2 2019 and held it in 1 quarter. The position peaked at $19K in Q2 2019. 244 funds tracked by Wall St. Rank hold MORN as of Q3 2019.

Clean Yield Group reported no remaining Morningstar position as of Q3 2019 after selling out during the quarter.
Clean Yield Group sold 131 Morningstar shares in Q3 2019, an estimated $19K.
Clean Yield Group first reported a position in Morningstar in Q2 2019 and held it in 1 quarter.
Clean Yield Group's Morningstar position peaked at $19K in Q2 2019.
244 funds tracked by Wall St. Rank held Morningstar as of Q3 2019.

Based on Clean Yield Group's 13F filing for Q3 2019, filed 23 Oct 2019.