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Flinton Capital Management’s Morningstar MORN Stock Holding History

Flinton 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
2019
Q3 		$37K Sell
252
-280
-53% -$43.1K ﹤0.01% 841
2019
Q2 		$77K Sell
532
-56
-10% -$7.73K ﹤0.01% 808
2019
Q1 		$74K Buy
+588
New +$70.7K ﹤0.01% 791

Other funds holding MORN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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 $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
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Flinton Capital Management's MORN Position: Q3 2019 in Review

Flinton Capital Management reduced its Morningstar (MORN) stake by 53% in Q3 2019, selling an estimated $43.1K and leaving 252 shares worth $37K. The position accounts for ﹤0.01% of the portfolio, ranked #841.

Flinton Capital Management first reported a position in MORN in Q1 2019 and has held it in 3 quarters since. The position peaked at $77K in Q2 2019. 244 funds tracked by Wall St. Rank hold MORN as of Q3 2019.

  • Flinton Capital Management held 252 shares of Morningstar worth $37K as of Q3 2019.
  • Flinton Capital Management sold 280 Morningstar shares in Q3 2019, an estimated $43.1K.
  • Morningstar made up ﹤0.01% of Flinton Capital Management's portfolio in Q3 2019, its #841 holding.
  • Flinton Capital Management first reported a position in Morningstar in Q1 2019 and has held it in 3 quarters since.
  • Flinton Capital Management's Morningstar position peaked at $77K in Q2 2019.
  • 244 funds tracked by Wall St. Rank held Morningstar as of Q3 2019.

Based on Flinton Capital Management's 13F filing for Q3 2019, filed 14 Nov 2019.