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Emerald Acquisition’s Morningstar MORN Stock Holding History

Emerald Acquisition’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
2016
Q3 		$8.3M Buy
104,722
+39,080
+60% +$3.21M 0.02% 946
2016
Q2 		$5.37M Buy
+65,642
New +$5.49M 0.01% 1270

Other funds holding MORN

ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Emerald Acquisition's MORN Position: Q3 2016 in Review

Emerald Acquisition increased its Morningstar (MORN) stake by 60% in Q3 2016, buying an estimated $3.21M and bringing the position to 104,722 shares worth $8.3M. The position accounts for 0.02% of the portfolio, ranked #946.

Emerald Acquisition first reported a position in MORN in Q2 2016 and has held it in 2 quarters since. 172 funds tracked by Wall St. Rank hold MORN as of Q3 2016.

  • Emerald Acquisition held 104,722 shares of Morningstar worth $8.3M as of Q3 2016.
  • Emerald Acquisition bought 39,080 Morningstar shares in Q3 2016, an estimated $3.21M.
  • Morningstar made up 0.02% of Emerald Acquisition's portfolio in Q3 2016, its #946 holding.
  • Emerald Acquisition first reported a position in Morningstar in Q2 2016 and has held it in 2 quarters since.
  • 172 funds tracked by Wall St. Rank held Morningstar as of Q3 2016.

Based on Emerald Acquisition's 13F filing for Q3 2016, filed 9 Nov 2016.