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GQ Asset Management’s Morningstar MORN Stock Holding History

GQ Asset 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
2020
Q1 		$31K Buy
+269
New +$39K 0.06% 102
2019
Q2 		– Sell
-544
Closed -$69K – 166
2019
Q1 		$69K Buy
+544
New +$65.4K 0.04% 128

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

GQ Asset Management's MORN Position: Q1 2020 in Review

GQ Asset Management opened a new position in Morningstar (MORN) in Q1 2020: 269 shares worth $31K. The stake represents 0.06% of the portfolio and ranks #102 among its holdings. This is a return to the name: GQ Asset Management previously reported a position in MORN as recently as Q1 2019.

GQ Asset Management first reported a position in MORN in Q1 2019 and has held it in 2 quarters since. The position peaked at $69K in Q1 2019. 223 funds tracked by Wall St. Rank hold MORN as of Q1 2020.

  • GQ Asset Management held 269 shares of Morningstar worth $31K as of Q1 2020.
  • Morningstar was a new GQ Asset Management position in Q1 2020.
  • Morningstar made up 0.06% of GQ Asset Management's portfolio in Q1 2020, its #102 holding.
  • GQ Asset Management first reported a position in Morningstar in Q1 2019 and has held it in 2 quarters since.
  • GQ Asset Management's Morningstar position peaked at $69K in Q1 2019.
  • 223 funds tracked by Wall St. Rank held Morningstar as of Q1 2020.

Based on GQ Asset Management's 13F filing for Q1 2020, filed 8 May 2020.