Cowen and Company’s Morningstar MORN Stock Holding History

Cowen and Company’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 Q4	–	Sell	-2,250	Closed	-$329K	–	542
2019 Q3	$329K	Buy	+2,250	New	+$346K	0.08%	186

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

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

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

Cowen and Company's MORN Position: Q4 2019 in Review

Cowen and Company sold out of Morningstar (MORN) in Q4 2019, closing a stake of 2,250 shares — an estimated $329K sold.

Cowen and Company first reported a position in MORN in Q3 2019 and held it in 1 quarter. The position peaked at $329K in Q3 2019. 240 funds tracked by Wall St. Rank hold MORN as of Q4 2019.

Cowen and Company reported no remaining Morningstar position as of Q4 2019 after selling out during the quarter.
Cowen and Company sold 2,250 Morningstar shares in Q4 2019, an estimated $329K.
Cowen and Company first reported a position in Morningstar in Q3 2019 and held it in 1 quarter.
Cowen and Company's Morningstar position peaked at $329K in Q3 2019.
240 funds tracked by Wall St. Rank held Morningstar as of Q4 2019.

Based on Cowen and Company's 13F filing for Q4 2019, filed 11 Feb 2020.