MSL
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Mackay Shields LLC’s Morningstar MORN Stock Holding History

Mackay Shields LLC’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
2021
Q2 		– Sell
-1,955
Closed -$440K – 1086
2021
Q1 		$440K Sell
1,955
-227
-10% -$53.2K ﹤0.01% 1241
2020
Q4 		$505K Buy
+2,182
New +$433K ﹤0.01% 1251
2020
Q3 		– Sell
-12,558
Closed -$1.77M – 1502
2020
Q2 		$1.77M Sell
12,558
-328
-3% -$46.3K 0.01% 813
2020
Q1 		$1.5M Sell
12,886
-2,112
-14% -$306K 0.01% 791
2019
Q4 		$2.27M Sell
14,998
-6,990
-32% -$1.07M 0.02% 820
2019
Q3 		$3.21M Buy
+21,988
New +$3.39M 0.02% 708
2018
Q3 		– Sell
-10,867
Closed -$1.39M – 1199
2018
Q2 		$1.39M Sell
10,867
-10,564
-49% -$1.21M 0.01% 869
2018
Q1 		$2.05M Buy
+21,431
New +$2.06M 0.01% 778

Other funds holding MORN

Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return