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Clinton Group’s Morningstar MORN Stock Holding History

Clinton 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
2017
Q1 		– Sell
-15,009
Closed -$1.1M – 1003
2016
Q4 		$1.1M Sell
15,009
-745
-5% -$54.8K 0.06% 343
2016
Q3 		$1.25M Buy
15,754
+10,814
+219% +$889K 0.06% 414
2016
Q2 		$404K Buy
+4,940
New +$413K 0.02% 682
2014
Q1 		– Sell
-4,383
Closed -$342K – 404
2013
Q4 		$342K Buy
+4,383
New +$349K 0.11% 211

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 $33.1B AUM 11.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Clinton Group's MORN Position: Q1 2017 in Review

Clinton Group sold out of Morningstar (MORN) in Q1 2017, closing a stake of 15,009 shares — an estimated $1.1M sold.

Clinton Group first reported a position in MORN in Q4 2013 and held it in 4 quarters. The position peaked at $1.25M in Q3 2016. 170 funds tracked by Wall St. Rank hold MORN as of Q1 2017.

  • Clinton Group reported no remaining Morningstar position as of Q1 2017 after selling out during the quarter.
  • Clinton Group sold 15,009 Morningstar shares in Q1 2017, an estimated $1.1M.
  • Clinton Group first reported a position in Morningstar in Q4 2013 and held it in 4 quarters.
  • Clinton Group's Morningstar position peaked at $1.25M in Q3 2016.
  • 170 funds tracked by Wall St. Rank held Morningstar as of Q1 2017.

Based on Clinton Group's 13F filing for Q1 2017, filed 10 May 2017.