LG
MORN icon

Leuthold Group’s Morningstar MORN Stock Holding History

Leuthold 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
2017
Q2 		– Sell
-22,586
Closed -$1.77M – 228
2017
Q1 		$1.77M Sell
22,586
-507
-2% -$39.4K 0.19% 143
2016
Q4 		$1.7M Sell
23,093
-3,505
-13% -$258K 0.19% 145
2016
Q3 		$2.11M Buy
+26,598
New +$2.19M 0.22% 142
2016
Q2 		– Sell
-30,939
Closed -$2.73M – 236
2016
Q1 		$2.73M Buy
+30,939
New +$2.47M 0.3% 113

Other funds holding MORN

ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return