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MUFG Americas’s Morningstar MORN Stock Holding History

MUFG Americas’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
Q2 		– Sell
-56
Closed -$7K – 850
2019
Q1 		$7K Buy
+56
New +$6.73K ﹤0.01% 825
2015
Q2 		– Sell
-453
Closed -$34K – 1234
2015
Q1 		$34K Buy
453
+84
+23% +$5.96K ﹤0.01% 728
2014
Q4 		$24K Buy
369
+3
+0.8% +$199 ﹤0.01% 795
2014
Q3 		$25K Buy
366
+73
+25% +$5K ﹤0.01% 784
2014
Q2 		$21K Sell
293
-59
-17% -$4.31K ﹤0.01% 839
2014
Q1 		$28K Buy
352
+57
+19% +$4.54K ﹤0.01% 772
2013
Q4 		$23K Buy
+295
New +$23.5K ﹤0.01% 814

Other funds holding MORN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

MUFG Americas's MORN Position: Q2 2019 in Review

MUFG Americas sold out of Morningstar (MORN) in Q2 2019, closing a stake of 56 shares — an estimated $7K sold.

MUFG Americas first reported a position in MORN in Q4 2013 and held it in 7 quarters. The position peaked at $34K in Q1 2015. 234 funds tracked by Wall St. Rank hold MORN as of Q2 2019.

  • MUFG Americas reported no remaining Morningstar position as of Q2 2019 after selling out during the quarter.
  • MUFG Americas sold 56 Morningstar shares in Q2 2019, an estimated $7K.
  • MUFG Americas first reported a position in Morningstar in Q4 2013 and held it in 7 quarters.
  • MUFG Americas's Morningstar position peaked at $34K in Q1 2015.
  • 234 funds tracked by Wall St. Rank held Morningstar as of Q2 2019.

Based on MUFG Americas's 13F filing for Q2 2019, filed 9 Aug 2019.