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Force Capital Management’s Morningstar MORN Stock Holding History

Force 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 		– Sell
-2,903
Closed -$420K – 12
2019
Q2 		$420K Sell
2,903
-981
-25% -$135K 1.25% 17
2019
Q1 		$489K Hold
3,884
– – 1.14% 18
2018
Q4 		$427K Sell
3,884
-5,465
-58% -$641K 1.2% 18
2018
Q3 		$1.18M Sell
9,349
-466
-5% -$62.8K 1.18% 18
2018
Q2 		$1.26M Buy
9,815
+1,000
+11% +$114K 1.22% 19
2018
Q1 		$842K Buy
8,815
+4,100
+87% +$394K 0.89% 20
2017
Q4 		$457K Buy
+4,715
New +$424K 0.48% 26

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

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

Force Capital Management sold out of Morningstar (MORN) in Q3 2019, closing a stake of 2,903 shares — an estimated $420K sold.

Force Capital Management first reported a position in MORN in Q4 2017 and held it in 7 quarters. The position peaked at $1.26M in Q2 2018. 244 funds tracked by Wall St. Rank hold MORN as of Q3 2019.

  • Force Capital Management reported no remaining Morningstar position as of Q3 2019 after selling out during the quarter.
  • Force Capital Management sold 2,903 Morningstar shares in Q3 2019, an estimated $420K.
  • Force Capital Management first reported a position in Morningstar in Q4 2017 and held it in 7 quarters.
  • Force Capital Management's Morningstar position peaked at $1.26M in Q2 2018.
  • 244 funds tracked by Wall St. Rank held Morningstar as of Q3 2019.

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