Highstreet Asset Management’s Morningstar MORN Stock Holding History

Highstreet 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
2019 Q4	$347K	Buy	2,295 +2,272	+9,878%	+$349K	0.02%	395
2019 Q3	$3K	Hold	23	–	–	﹤0.01%	332
2019 Q2	$3K	Hold	23	–	–	﹤0.01%	315
2019 Q1	$3K	Hold	23	–	–	﹤0.01%	325
2018 Q4	$3K	Hold	23	–	–	﹤0.01%	311
2018 Q3	$3K	Buy	+23	New	+$3.1K	﹤0.01%	332

Other funds holding MORN

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

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

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

Highstreet Asset Management's MORN Position: Q4 2019 in Review

Highstreet Asset Management increased its Morningstar (MORN) stake by 9,878% in Q4 2019, buying an estimated $349K and bringing the position to 2,295 shares worth $347K. The position accounts for 0.02% of the portfolio, ranked #395.

Highstreet Asset Management first reported a position in MORN in Q3 2018 and has held it in 6 quarters since. 240 funds tracked by Wall St. Rank hold MORN as of Q4 2019.

Highstreet Asset Management held 2,295 shares of Morningstar worth $347K as of Q4 2019.
Highstreet Asset Management bought 2,272 Morningstar shares in Q4 2019, an estimated $349K.
Morningstar made up 0.02% of Highstreet Asset Management's portfolio in Q4 2019, its #395 holding.
Highstreet Asset Management first reported a position in Morningstar in Q3 2018 and has held it in 6 quarters since.
240 funds tracked by Wall St. Rank held Morningstar as of Q4 2019.

Based on Highstreet Asset Management's 13F filing for Q4 2019, filed 12 Feb 2020.