Great Diamond Partners’s Morningstar MORN Stock Holding History

Great Diamond Partners’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	–	Sell	-195	Closed	-$29K	–	421
2019 Q4	$29K	Buy	+195	New	+$29.9K	0.01%	390

Other funds holding MORN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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 New York $33.1B AUM 11.16% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Great Diamond Partners's MORN Position: Q1 2020 in Review

Great Diamond Partners sold out of Morningstar (MORN) in Q1 2020, closing a stake of 195 shares — an estimated $29K sold.

Great Diamond Partners first reported a position in MORN in Q4 2019 and held it in 1 quarter. The position peaked at $29K in Q4 2019. 223 funds tracked by Wall St. Rank hold MORN as of Q1 2020.

Great Diamond Partners reported no remaining Morningstar position as of Q1 2020 after selling out during the quarter.
Great Diamond Partners sold 195 Morningstar shares in Q1 2020, an estimated $29K.
Great Diamond Partners first reported a position in Morningstar in Q4 2019 and held it in 1 quarter.
Great Diamond Partners's Morningstar position peaked at $29K in Q4 2019.
223 funds tracked by Wall St. Rank held Morningstar as of Q1 2020.

Based on Great Diamond Partners's 13F filing for Q1 2020, filed 1 May 2020.