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Jefferies Group’s Morningstar MORN Stock Holding History

Jefferies 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
2019
Q4 		– Sell
-7,502
Closed -$1.1M – 2820
2019
Q3 		$1.1M Buy
7,502
+4,034
+116% +$621K 0.01% 1455
2019
Q2 		$502K Buy
3,468
+1,205
+53% +$166K ﹤0.01% 1671
2019
Q1 		$285K Sell
2,263
-153
-6% -$18.4K ﹤0.01% 1818
2018
Q4 		$265K Buy
+2,416
New +$283K ﹤0.01% 1707
2018
Q1 		– Sell
-2,782
Closed -$270K – 2539
2017
Q4 		$270K Buy
+2,782
New +$250K ﹤0.01% 2062
2017
Q2 		– Sell
-3,311
Closed -$260K – 2436
2017
Q1 		$260K Sell
3,311
-3,030
-48% -$236K ﹤0.01% 1898
2016
Q4 		$466K Buy
6,341
+1,277
+25% +$93.9K ﹤0.01% 1620
2016
Q3 		$401K Buy
5,064
+1,341
+36% +$110K ﹤0.01% 1707
2016
Q2 		$304K Sell
3,723
-2,598
-41% -$217K ﹤0.01% 1649
2016
Q1 		$558K Sell
6,321
-1,695
-21% -$135K ﹤0.01% 1414
2015
Q4 		$645K Buy
+8,016
New +$649K ﹤0.01% 1384
2014
Q2 		– Sell
-4,235
Closed -$334K – 2262
2014
Q1 		$334K Sell
4,235
-5,682
-57% -$453K ﹤0.01% 1485
2013
Q4 		$774K Buy
+9,917
New +$789K ﹤0.01% 946

Other funds holding MORN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Jefferies Group's MORN Position: Q4 2019 in Review

Jefferies Group sold out of Morningstar (MORN) in Q4 2019, closing a stake of 7,502 shares — an estimated $1.1M sold.

Jefferies Group first reported a position in MORN in Q4 2013 and held it in 13 quarters. The position peaked at $1.1M in Q3 2019. 240 funds tracked by Wall St. Rank hold MORN as of Q4 2019.

  • Jefferies Group reported no remaining Morningstar position as of Q4 2019 after selling out during the quarter.
  • Jefferies Group sold 7,502 Morningstar shares in Q4 2019, an estimated $1.1M.
  • Jefferies Group first reported a position in Morningstar in Q4 2013 and held it in 13 quarters.
  • Jefferies Group's Morningstar position peaked at $1.1M in Q3 2019.
  • 240 funds tracked by Wall St. Rank held Morningstar as of Q4 2019.

Based on Jefferies Group's 13F filing for Q4 2019, filed 13 Feb 2020.