GAM Holding’s Morningstar MORN Stock Holding History

GAM Holding’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 Q4	–	Sell	-1,826	Closed	-$267K	–	719
2019 Q3	$267K	Buy	+1,826	New	+$281K	0.01%	745

Other funds holding MORN

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

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

GAM Holding's MORN Position: Q4 2019 in Review

GAM Holding sold out of Morningstar (MORN) in Q4 2019, closing a stake of 1,826 shares — an estimated $267K sold.

GAM Holding first reported a position in MORN in Q3 2019 and held it in 1 quarter. The position peaked at $267K in Q3 2019. 240 funds tracked by Wall St. Rank hold MORN as of Q4 2019.

GAM Holding reported no remaining Morningstar position as of Q4 2019 after selling out during the quarter.
GAM Holding sold 1,826 Morningstar shares in Q4 2019, an estimated $267K.
GAM Holding first reported a position in Morningstar in Q3 2019 and held it in 1 quarter.
GAM Holding's Morningstar position peaked at $267K in Q3 2019.
240 funds tracked by Wall St. Rank held Morningstar as of Q4 2019.

Based on GAM Holding's 13F filing for Q4 2019, filed 6 Feb 2020.