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Golden Gate Private Equity’s Morningstar MORN Stock Holding History

Golden Gate Private Equity’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
Q3 		– Sell
-89,000
Closed -$12.5M – 14
2020
Q2 		$12.5M Buy
89,000
+8,284
+10% +$1.17M 4.45% 5
2020
Q1 		$9.38M Buy
80,716
+16,409
+26% +$2.38M 4.35% 6
2019
Q4 		$9.4M Hold
64,307
– – 3.16% 8
2019
Q3 		$9.4M Sell
64,307
-5,193
-7% -$799K 3.16% 8
2019
Q2 		$10.1M Buy
69,500
+1,766
+3% +$244K 3.34% 7
2019
Q1 		$8.53M Buy
67,734
+2,734
+4% +$329K 2.76% 9
2018
Q4 		$7.14M Sell
65,000
-3,500
-5% -$410K 1.88% 11
2018
Q3 		$8.62M Sell
68,500
-3,600
-5% -$485K 2.82% 5
2018
Q2 		$9.25M Hold
72,100
– – 5.66% 2
2018
Q1 		$6.89M Buy
72,100
+3,800
+6% +$365K 5.7% 3
2017
Q4 		$6.62M Buy
68,300
+4,000
+6% +$360K 5.57% 3
2017
Q3 		$5.46M Buy
64,300
+2,750
+4% +$224K 4.25% 5
2017
Q2 		$4.82M Buy
61,550
+12,250
+25% +$924K 2.47% 6
2017
Q1 		$3.88M Buy
49,300
+15,983
+48% +$1.24M 1.65% 10
2016
Q4 		$2.45M Buy
+33,317
New +$2.45M 0.96% 14

Other funds holding MORN

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Golden Gate Private Equity's MORN Position: Q3 2020 in Review

Golden Gate Private Equity sold out of Morningstar (MORN) in Q3 2020, closing a stake of 89,000 shares — an estimated $12.5M sold.

Golden Gate Private Equity first reported a position in MORN in Q4 2016 and held it in 15 quarters. The position peaked at $12.5M in Q2 2020. 269 funds tracked by Wall St. Rank hold MORN as of Q3 2020.

  • Golden Gate Private Equity reported no remaining Morningstar position as of Q3 2020 after selling out during the quarter.
  • Golden Gate Private Equity sold 89,000 Morningstar shares in Q3 2020, an estimated $12.5M.
  • Golden Gate Private Equity first reported a position in Morningstar in Q4 2016 and held it in 15 quarters.
  • Golden Gate Private Equity's Morningstar position peaked at $12.5M in Q2 2020.
  • 269 funds tracked by Wall St. Rank held Morningstar as of Q3 2020.

Based on Golden Gate Private Equity's 13F filing for Q3 2020, filed 13 Nov 2020.