Ledyard National Bank’s Morningstar MORN Stock Holding History

Ledyard National Bank’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	-245	Closed	-$27K	–	502
2018 Q4	$27K	Hold	245	–	–	﹤0.01%	483
2018 Q3	$31K	Hold	245	–	–	﹤0.01%	476
2018 Q2	$31K	Hold	245	–	–	﹤0.01%	475
2018 Q1	$23K	Hold	245	–	–	﹤0.01%	535
2017 Q4	$24K	Hold	245	–	–	﹤0.01%	549
2017 Q3	$21K	Hold	245	–	–	﹤0.01%	560
2017 Q2	$19K	Hold	245	–	–	﹤0.01%	529
2017 Q1	$19K	Hold	245	–	–	﹤0.01%	531
2016 Q4	$18K	Hold	245	–	–	﹤0.01%	419
2016 Q3	$19K	Hold	245	–	–	﹤0.01%	414
2016 Q2	$20K	Hold	245	–	–	﹤0.01%	393
2016 Q1	$22K	Hold	245	–	–	﹤0.01%	426
2015 Q4	$20K	Hold	245	–	–	﹤0.01%	430
2015 Q3	$20K	Hold	245	–	–	﹤0.01%	413
2015 Q2	$19K	Hold	245	–	–	﹤0.01%	428
2015 Q1	$18K	Hold	245	–	–	﹤0.01%	417
2014 Q4	$16K	Hold	245	–	–	﹤0.01%	459
2014 Q3	$17K	Hold	245	–	–	﹤0.01%	405
2014 Q2	$18K	Hold	245	–	–	﹤0.01%	398
2014 Q1	$19K	Hold	245	–	–	﹤0.01%	374
2013 Q4	$19K	Buy	+245	New	+$19.5K	﹤0.01%	382

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 $32.2B AUM 10.98% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Ledyard National Bank's MORN Position: Q1 2019 in Review

Ledyard National Bank sold out of Morningstar (MORN) in Q1 2019, closing a stake of 245 shares — an estimated $27K sold.

Ledyard National Bank first reported a position in MORN in Q4 2013 and held it in 21 quarters. The position peaked at $31K in Q3 2018. 236 funds tracked by Wall St. Rank hold MORN as of Q1 2019.

Ledyard National Bank reported no remaining Morningstar position as of Q1 2019 after selling out during the quarter.
Ledyard National Bank sold 245 Morningstar shares in Q1 2019, an estimated $27K.
Ledyard National Bank first reported a position in Morningstar in Q4 2013 and held it in 21 quarters.
Ledyard National Bank's Morningstar position peaked at $31K in Q3 2018.
236 funds tracked by Wall St. Rank held Morningstar as of Q1 2019.

Based on Ledyard National Bank's 13F filing for Q1 2019, filed 12 Apr 2019.