Jupiter Investment Management’s Morningstar MORN Stock Holding History

Jupiter Investment 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
2016 Q2	–	Sell	-9,145	Closed	-$807K	–	498
2016 Q1	$807K	Buy	9,145 +5,504	+151%	+$439K	0.02%	328
2015 Q4	$292K	Buy	+3,641	New	+$295K	0.01%	208

Other funds holding MORN

ACM

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

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

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

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ACM

Ashe Capital Management Englewood Cliffs, New Jersey $931M AUM 4.95% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Jupiter Investment Management's MORN Position: Q2 2016 in Review

Jupiter Investment Management sold out of Morningstar (MORN) in Q2 2016, closing a stake of 9,145 shares — an estimated $807K sold.

Jupiter Investment Management first reported a position in MORN in Q4 2015 and held it in 2 quarters. The position peaked at $807K in Q1 2016. 174 funds tracked by Wall St. Rank hold MORN as of Q2 2016.

Jupiter Investment Management reported no remaining Morningstar position as of Q2 2016 after selling out during the quarter.
Jupiter Investment Management sold 9,145 Morningstar shares in Q2 2016, an estimated $807K.
Jupiter Investment Management first reported a position in Morningstar in Q4 2015 and held it in 2 quarters.
Jupiter Investment Management's Morningstar position peaked at $807K in Q1 2016.
174 funds tracked by Wall St. Rank held Morningstar as of Q2 2016.

Based on Jupiter Investment Management's 13F filing for Q2 2016, filed 22 Jul 2016.