EAM
MORN icon

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
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 $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
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Eagle Asset Management's MORN Position: Q3 2020 in Review

Eagle Asset Management sold out of Morningstar (MORN) in Q3 2020, closing a stake of 64,700 shares — an estimated $9.1M sold.

Eagle Asset Management first reported a position in MORN in Q2 2013 and held it in 14 quarters. The position peaked at $48.6M in Q4 2019. 269 funds tracked by Wall St. Rank hold MORN as of Q3 2020.

  • Eagle Asset Management reported no remaining Morningstar position as of Q3 2020 after selling out during the quarter.
  • Eagle Asset Management sold 64,700 Morningstar shares in Q3 2020, an estimated $9.1M.
  • Eagle Asset Management first reported a position in Morningstar in Q2 2013 and held it in 14 quarters.
  • Eagle Asset Management's Morningstar position peaked at $48.6M in Q4 2019.
  • 269 funds tracked by Wall St. Rank held Morningstar as of Q3 2020.

Based on Eagle Asset Management's 13F filing for Q3 2020, filed 12 Nov 2020.