Eagle Ridge Investment Management’s Morningstar MORN Stock Holding History

Eagle Ridge Investment 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 Q1	–	Sell	-1,560	Closed	-$236K	–	143
2019 Q4	$236K	Sell	1,560 -40	-3%	-$6.14K	0.03%	144
2019 Q3	$234K	Hold	1,600	–	–	0.03%	139
2019 Q2	$231K	Sell	1,600 -399	-20%	-$55.1K	0.03%	142
2019 Q1	$252K	Sell	1,999 -51	-2%	-$6.13K	0.04%	139
2018 Q4	$225K	Hold	2,050	–	–	0.04%	142
2018 Q3	$258K	Sell	2,050 -480	-19%	-$64.7K	0.04%	144
2018 Q2	$324K	Buy	2,530 +114	+5%	+$13K	0.05%	133
2018 Q1	$231K	Buy	2,416 +156	+7%	+$15K	0.04%	160
2017 Q4	$219K	Buy	+2,260	New	+$203K	0.03%	164
2016 Q2	–	Sell	-2,480	Closed	-$219K	–	132
2016 Q1	$219K	Buy	+2,480	New	+$198K	0.05%	117

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 $32.2B AUM 10.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

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

Eagle Ridge Investment Management's MORN Position: Q1 2020 in Review

Eagle Ridge Investment Management sold out of Morningstar (MORN) in Q1 2020, closing a stake of 1,560 shares — an estimated $236K sold.

Eagle Ridge Investment Management first reported a position in MORN in Q1 2016 and held it in 10 quarters. The position peaked at $324K in Q2 2018. 222 funds tracked by Wall St. Rank hold MORN as of Q1 2020.

Eagle Ridge Investment Management reported no remaining Morningstar position as of Q1 2020 after selling out during the quarter.
Eagle Ridge Investment Management sold 1,560 Morningstar shares in Q1 2020, an estimated $236K.
Eagle Ridge Investment Management first reported a position in Morningstar in Q1 2016 and held it in 10 quarters.
Eagle Ridge Investment Management's Morningstar position peaked at $324K in Q2 2018.
222 funds tracked by Wall St. Rank held Morningstar as of Q1 2020.

Based on Eagle Ridge Investment Management's 13F filing for Q1 2020, filed 29 Apr 2020.