Ibex Investors’s Morningstar MORN Stock Holding History

Ibex Investors’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 Q1	–	Sell	-1,958	Closed	-$215K	–	107
2018 Q4	$215K	Buy	+1,958	New	+$230K	0.04%	129

Other funds holding MORN

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Ibex Investors's MORN Position: Q1 2019 in Review

Ibex Investors sold out of Morningstar (MORN) in Q1 2019, closing a stake of 1,958 shares — an estimated $215K sold.

Ibex Investors first reported a position in MORN in Q4 2018 and held it in 1 quarter. The position peaked at $215K in Q4 2018. 236 funds tracked by Wall St. Rank hold MORN as of Q1 2019.

Ibex Investors reported no remaining Morningstar position as of Q1 2019 after selling out during the quarter.
Ibex Investors sold 1,958 Morningstar shares in Q1 2019, an estimated $215K.
Ibex Investors first reported a position in Morningstar in Q4 2018 and held it in 1 quarter.
Ibex Investors's Morningstar position peaked at $215K in Q4 2018.
236 funds tracked by Wall St. Rank held Morningstar as of Q1 2019.

Based on Ibex Investors's 13F filing for Q1 2019, filed 7 May 2019.