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Convergence Investment Partners’s Morningstar MORN Stock Holding History

Convergence 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
2016
Q3 		– Sell
-10,344
Closed -$846K – 370
2016
Q2 		$846K Sell
10,344
-22,568
-69% -$1.89M 0.12% 256
2016
Q1 		$2.9M Buy
32,912
+17,652
+116% +$1.41M 0.35% 104
2015
Q4 		$1.23M Buy
+15,260
New +$1.24M 0.14% 231

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ACM
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Convergence Investment Partners's MORN Position: Q3 2016 in Review

Convergence Investment Partners sold out of Morningstar (MORN) in Q3 2016, closing a stake of 10,344 shares — an estimated $846K sold.

Convergence Investment Partners first reported a position in MORN in Q4 2015 and held it in 3 quarters. The position peaked at $2.9M in Q1 2016. 172 funds tracked by Wall St. Rank hold MORN as of Q3 2016.

  • Convergence Investment Partners reported no remaining Morningstar position as of Q3 2016 after selling out during the quarter.
  • Convergence Investment Partners sold 10,344 Morningstar shares in Q3 2016, an estimated $846K.
  • Convergence Investment Partners first reported a position in Morningstar in Q4 2015 and held it in 3 quarters.
  • Convergence Investment Partners's Morningstar position peaked at $2.9M in Q1 2016.
  • 172 funds tracked by Wall St. Rank held Morningstar as of Q3 2016.

Based on Convergence Investment Partners's 13F filing for Q3 2016, filed 10 Nov 2016.