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

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

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

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

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

EIP

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

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Leuthold Group's MORN Position: Q2 2017 in Review

Leuthold Group sold out of Morningstar (MORN) in Q2 2017, closing a stake of 22,586 shares — an estimated $1.77M sold.

Leuthold Group first reported a position in MORN in Q1 2016 and held it in 4 quarters. The position peaked at $2.73M in Q1 2016. 147 funds tracked by Wall St. Rank hold MORN as of Q2 2017.

Leuthold Group reported no remaining Morningstar position as of Q2 2017 after selling out during the quarter.
Leuthold Group sold 22,586 Morningstar shares in Q2 2017, an estimated $1.77M.
Leuthold Group first reported a position in Morningstar in Q1 2016 and held it in 4 quarters.
Leuthold Group's Morningstar position peaked at $2.73M in Q1 2016.
147 funds tracked by Wall St. Rank held Morningstar as of Q2 2017.

Based on Leuthold Group's 13F filing for Q2 2017, filed 14 Aug 2017.