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Landaas & Company’s Morningstar MORN Stock Holding History

Landaas & Company’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
2018
Q3 		– Sell
-200
Closed -$26K – 220
2018
Q2 		$26K Buy
+200
New +$22.9K 0.02% 202
2018
Q1 		– Sell
-200
Closed -$19K – 215
2017
Q4 		$19K Hold
200
– – 0.02% 219
2017
Q3 		$17K Buy
+200
New +$16.3K 0.02% 222

Other funds holding MORN

ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Landaas & Company's MORN Position: Q3 2018 in Review

Landaas & Company sold out of Morningstar (MORN) in Q3 2018, closing a stake of 200 shares — an estimated $26K sold.

Landaas & Company first reported a position in MORN in Q3 2017 and held it in 3 quarters. The position peaked at $26K in Q2 2018. 229 funds tracked by Wall St. Rank hold MORN as of Q3 2018.

  • Landaas & Company reported no remaining Morningstar position as of Q3 2018 after selling out during the quarter.
  • Landaas & Company sold 200 Morningstar shares in Q3 2018, an estimated $26K.
  • Landaas & Company first reported a position in Morningstar in Q3 2017 and held it in 3 quarters.
  • Landaas & Company's Morningstar position peaked at $26K in Q2 2018.
  • 229 funds tracked by Wall St. Rank held Morningstar as of Q3 2018.

Based on Landaas & Company's 13F filing for Q3 2018, filed 14 Nov 2018.