Dupont Capital Management’s Morningstar MORN Stock Holding History

Dupont Capital Management’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 Q2	–	Sell	-398	Closed	-$46K	–	1399
2020 Q1	$46K	Buy	+398	New	+$57.7K	﹤0.01%	1244
2019 Q1	–	Sell	-4,400	Closed	-$483K	–	1222
2018 Q4	$483K	Buy	+4,400	New	+$516K	0.01%	746
2016 Q3	–	Sell	-12,700	Closed	-$1.04M	–	683
2016 Q2	$1.04M	Buy	+12,700	New	+$1.06M	0.02%	442

Other funds holding MORN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Dupont Capital Management's MORN Position: Q2 2020 in Review

Dupont Capital Management sold out of Morningstar (MORN) in Q2 2020, closing a stake of 398 shares — an estimated $46K sold.

Dupont Capital Management first reported a position in MORN in Q2 2016 and held it in 3 quarters. The position peaked at $1.04M in Q2 2016. 250 funds tracked by Wall St. Rank hold MORN as of Q2 2020.

Dupont Capital Management reported no remaining Morningstar position as of Q2 2020 after selling out during the quarter.
Dupont Capital Management sold 398 Morningstar shares in Q2 2020, an estimated $46K.
Dupont Capital Management first reported a position in Morningstar in Q2 2016 and held it in 3 quarters.
Dupont Capital Management's Morningstar position peaked at $1.04M in Q2 2016.
250 funds tracked by Wall St. Rank held Morningstar as of Q2 2020.

Based on Dupont Capital Management's 13F filing for Q2 2020, filed 24 Jul 2020.