Grantham, Mayo, Van Otterloo & Co (GMO)
MORN icon

Grantham, Mayo, Van Otterloo & Co (GMO)’s Morningstar MORN Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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
2014
Q3 		– Sell
-9,400
Closed -$675K – 466
2014
Q2 		$675K Sell
9,400
-700
-7% -$51.2K ﹤0.01% 428
2014
Q1 		$798K Buy
10,100
+100
+1% +$7.96K ﹤0.01% 485
2013
Q4 		$781K Buy
10,000
+500
+5% +$39.8K ﹤0.01% 485
2013
Q3 		$753K Sell
9,500
-1,600
-14% -$124K ﹤0.01% 493
2013
Q2 		$861K Buy
+11,100
New +$769K ﹤0.01% 479

Other funds holding MORN

ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO)'s MORN Position: Q3 2014 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) sold out of Morningstar (MORN) in Q3 2014, closing a stake of 9,400 shares — an estimated $675K sold.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in MORN in Q2 2013 and held it in 5 quarters. The position peaked at $861K in Q2 2013. 135 funds tracked by Wall St. Rank hold MORN as of Q3 2014.

  • Grantham, Mayo, Van Otterloo & Co (GMO) reported no remaining Morningstar position as of Q3 2014 after selling out during the quarter.
  • Grantham, Mayo, Van Otterloo & Co (GMO) sold 9,400 Morningstar shares in Q3 2014, an estimated $675K.
  • Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in Morningstar in Q2 2013 and held it in 5 quarters.
  • Grantham, Mayo, Van Otterloo & Co (GMO)'s Morningstar position peaked at $861K in Q2 2013.
  • 135 funds tracked by Wall St. Rank held Morningstar as of Q3 2014.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q3 2014, filed 13 Nov 2014.