Eagle Asset Management’s Morningstar MORN Stock Holding History

Eagle Asset 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 Q3	–	Sell	-64,700	Closed	-$9.1M	–	592
2020 Q2	$9.1M	Sell	64,700 -254,080	-80%	-$35.9M	0.05%	296
2020 Q1	$37.1M	Sell	318,780 -2,649	-0.8%	-$384K	0.23%	156
2019 Q4	$48.6M	Buy	321,429 +6,764	+2%	+$1.04M	0.23%	165
2019 Q3	$46M	Buy	314,665 +13,736	+5%	+$2.11M	0.24%	162
2019 Q2	$43.5M	Buy	300,929 +2,658	+0.9%	+$367K	0.22%	166
2019 Q1	$37.6M	Buy	298,271 +26,470	+10%	+$3.18M	0.2%	186
2018 Q4	$29.9M	Sell	271,801 -1,431	-0.5%	-$168K	0.19%	195
2018 Q3	$34.4M	Buy	+273,232	New	+$36.8M	0.17%	203
2014 Q4	–	Sell	-47,503	Closed	-$3.23M	–	633
2014 Q3	$3.23M	Sell	47,503 -35,384	-43%	-$2.42M	0.02%	506
2014 Q2	$5.95M	Sell	82,887 -3,273	-4%	-$239K	0.03%	425
2014 Q1	$6.81M	Sell	86,160 -2,332	-3%	-$186K	0.04%	415
2013 Q4	$6.91M	Sell	88,492 -2,436	-3%	-$194K	0.04%	363
2013 Q3	$7.18M	Sell	90,928 -3,284	-3%	-$254K	0.04%	426
2013 Q2	$7.31M	Buy	+94,212	New	+$6.53M	0.05%	397

Other funds holding MORN

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

Kayne Anderson Rudnick Investment Management

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

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

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Renaissance Technologies

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

Mawer Investment Management

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