Impax Asset Management Group
MORN icon

Impax Asset Management Group’s Morningstar MORN Stock Holding History

Impax Asset Management Group’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
2021
Q3 		– Sell
-7,488
Closed -$1.93M – 408
2021
Q2 		$1.93M Hold
7,488
– – 0.01% 246
2021
Q1 		$1.69M Buy
+7,488
New +$1.75M 0.01% 252

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BAMCO Inc
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ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Impax Asset Management Group's MORN Position: Q3 2021 in Review

Impax Asset Management Group sold out of Morningstar (MORN) in Q3 2021, closing a stake of 7,488 shares — an estimated $1.93M sold.

Impax Asset Management Group first reported a position in MORN in Q1 2021 and held it in 2 quarters. The position peaked at $1.93M in Q2 2021. 317 funds tracked by Wall St. Rank hold MORN as of Q3 2021.

  • Impax Asset Management Group reported no remaining Morningstar position as of Q3 2021 after selling out during the quarter.
  • Impax Asset Management Group sold 7,488 Morningstar shares in Q3 2021, an estimated $1.93M.
  • Impax Asset Management Group first reported a position in Morningstar in Q1 2021 and held it in 2 quarters.
  • Impax Asset Management Group's Morningstar position peaked at $1.93M in Q2 2021.
  • 317 funds tracked by Wall St. Rank held Morningstar as of Q3 2021.

Based on Impax Asset Management Group's 13F filing for Q3 2021, filed 12 Nov 2021.